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Import Customers – Step-by-Step Guide

📥 Import Customers – Bulk Upload Guide #

1. Navigate to “Import Customers” #

  1. Log in to your back-office.
  2. In the purple sidebar, click Customers.
  3. Select Import Customers.
  4. The page shows:
    • A Choose File field + grey Submit button.
    • A purple Export Customer button (to download the template).

2. Quick Workflow Overview #

#ActionPurpose
1Export CustomerDownloads a CSV template with existing column headers.
2Edit the CSV offlineAdd / modify customers in bulk.
3Save file as .csvRequired import format.
4Choose File ➜ SubmitUpload and create customers instantly.
5Check confirmation / error logFix rows that failed and re-upload if needed.

3. Export the Template #

  1. Click the purple Export Customer button.
  2. A CSV is downloaded (usually named customer_export.csv).
  3. Open the file in Excel or Google Sheets.

4. Fill the CSV #

The export already contains all required columns. Common ones:

  • Contact ID – unique code (C00001). Leave blank to auto-generate.
  • Business / Display Name (Required).
  • First / Last Name of the contact person.
  • Email, Mobile – plain text, no formulas.
  • Tax Number – VAT/TRN/GST.
  • Credit Limit – numeric (e.g., 25000).
  • Pay Term – days or months (use two columns: value + period).
  • Address, Zone, Industry, Assigned To, etc.

Rules:

  • Do not rename or move columns.
  • Date fields use YYYY-MM-DD.
  • Remove any demo rows before saving.

When finished, Save / Download as CSV (UTF-8).

5. Import the File #

  1. Click Choose File, select your updated CSV.
  2. Press the grey Submit button (it turns purple once a file is selected).
  3. Wait for the success toast or an error list to appear.

6. Troubleshooting #

ErrorReasonSolution
“Mandatory field missing” Blank Business/Display Name or Email. Fill required columns and re-upload.
“Duplicate Contact ID” ID already exists in system. Use a new ID or leave blank for auto-generation.
File rejected Saved as Excel workbook. Re-save as .csv (comma-separated).

7. Best Practices #

  • Create customer groups and zones beforehand if you plan to use them in the CSV.
  • Start with 2-3 test rows before importing large batches.
  • Keep a dated backup of every CSV for audit purposes.
  • Use consistent naming conventions for Contact ID like CUST-0001.

8. Done! 🎉 #

You can now bulk-import customers in a few clicks, saving hours of manual entry. Happy onboarding!

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