How to create a customer in Easedesk — step-by-step CRM guide

Before you create your first customer in Easedesk, make sure the following are in place. Skipping any of these usually causes validation errors at save:

Follow these 6 steps to create a customer in the CRM module. Most users complete this in under 2 minutes once the prerequisites are in place.

Creating a customer in Easedesk is rarely an isolated event — the platform's strength is that data flows automatically to all the right places.

The following downstream modules are updated automatically when you save:

If you're migrating from another tool or onboarding historical data, you don't need to create customers one at a time. Easedesk supports CSV bulk import from the list view.

Click the Import button on the CRM list page. Download the sample CSV template — it includes every supported column with example values and validation notes in the header row. Fill it in your spreadsheet of choice (Excel, Google Sheets, Numbers), save as CSV, and upload.

Easedesk validates every row before commit — invalid rows are highlighted with the specific error and skipped, valid rows are imported. You can also run a "dry run" to preview the import without committing. For very large imports (> 5,000 rows), the import runs as a background job and emails you a summary when complete.

To edit an existing customer, click its row in the list view to open detail mode, then click the Edit button at the top-right. All changes are recorded in the Audit Log along with the user, timestamp, IP, and the before-and-after value of each changed field.

If the customer has been used downstream (for example, an invoice that has been paid, or a PO that has a GRN against it), Easedesk locks certain fields to preserve the audit chain. The locked fields are clearly marked, and you can usually achieve what you need via a reversal + fresh customer or by raising a credit / debit document.

Hard-delete is intentionally restricted in Easedesk because business records have downstream impact and auditors need a complete trail.

If a customer has not been used downstream, you can hard-delete it from the kebab menu (•••). If it has been used, Easedesk will offer to cancel or void instead — the record stays in the database with a Cancelled status, but no longer affects reports or downstream modules.

Cancelled customers can usually be revived if needed — open the cancelled record and click "Reinstate".

Customers who get the most reliable results follow these patterns:

Beyond creating a single customer, the CRM list view supports the following bulk and filtered actions — most accessible from the toolbar or by selecting rows: