Import customers
Bring customers over from another system or a spreadsheet
- 1. Upload the file
- 2. Match the columns
- 3. Check and import
Upload the file
A CSV or Excel file with one customer a row. The first row names the columns.
Match the columns
We matched what we could; check each column.
| Column in your file | Import as | First value |
|---|---|---|
| First | Rosa | |
| Last | Alvarez | |
| rosa.alvarez@example.com | ||
| Mobile | (413) 555-0100 | |
| Group | VIP | |
| Points | 1240 | |
| Notes | Gluten free |
Check and import
247 rows read.
New customers
214
Updates
31
Rows with problems
2
2 rows will be skipped
Row 12: the email address has no @. Row 40: the phone number has letters in it.