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Import, Add Or Search In Address Book

Every address that you have used before will be automatically saved in the Address Book. When placing for your next order, you can grab the address and other details from the Address Book and it will automatically fill up for you. If you would like to add or create an address in advance or manage your address book, you may follow the steps below or watch our video tutorial.

Add New Address

Step 1: Go to “Account” and click on the “Address Book”.

Step 2: Click on " + New Address" button

Step 3: Fill in the details and click "Add New".


Import Address Book

Step 1: Go to “Account” and click on the “Address Book”.

Step 2: Click the “Upload File” button.

Step 3: Download the template by clicking “Here”.

Step 4: Fill in the details in the template.

Step 5: Upload the template by clicking “Choose File”.


Add New Group

Step 1: Go to “Account” and click on the “Address Book”.

Step 2: Click on " + New Group" button

Step 3: Select your preferred label colour and group name, then click "Add New".


Assign Name To Group

Step 1:  Go to “Account” and click on the “Address Book”.

Step 2: Look for the name you want to assign the group to and click on 3 dot icon at top right corner > "Edit".

Step 3: Under Select Group section, select the group and click "Save Changes". You can multi-select the groups by pressing shift button at the same time.


Search In Address Book

Step 1: Go to “Account” and click on the “Address Book”.

Step 2: You can now funnel your customers by key in value in the search bar or filter by group.


J
Jenny is the author of this solution article.

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