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.
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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.
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