Customers

There are three main ways to create customers in Atlas:

  • Upload a .csv file
  • Use our CRM integrations
  • Manually

To manually add a new customer, go to the customer page and select Add customer. Only the Name and Email fields are required.

Once a customer is created they can be linked to any available plan manually or via our SDK.

Clicking on a customer brings you to the customer detail page, which allows you to view and customize any active plan, and view and edit invoice details.