Importing Customers from a CSV file

Save a CSV of your Customer List

Importing your customers from an exisiting CSV is easy. 

If you have your customer list stored in an excel spreadsheet, Google sheets, or any other customer management system you should be able to easily Export, Download or Save as a CSV (Comma Separated Values) file.

If you don't have an existing customer list you can create one with our sample CSV attached at the bottom of this help article.

 

Create a List with our Sample CSV

When creating your own customer list, it's a good idea to use similar fields to the ones we use in Pay Advantage. This will make matching and organising customers much easier. The table below is a list of the fields we match to. Please note you don't need to use all of these. Custom fields can be anything you want them to be.

Field Description
Business Name If you want to register a business, enter primary contact details. You could use custom fields to put in secondary contact details.
First Name e.g. Danny
Last Name e.g. Zuko
Customer # Your businesses unique customer reference number attached to this contact.
Work Phone -
Home Phone -
Mobile -
Custom Field 1 You can change you custom fields in your Customer Settings & Alerts
Custom Field 2 As above
Custom Field 3 As above
DOB Date of Birth
Date Joined When this customer joined your business.
Street 1 -
Street 2 -
Suburb -
State -
Postcode -

You can enter as many fields as you want, or leave as many blank as you want.

 

csv1.png

 

Import your CSV

To import customers from the main menu go to Customers and then Import Customers. Select Import Customer File and choose the CSV you want to import. We suggest you test your import first with less than 10 records. If you import your entire list and then realise a mapping or field is incorrect it can be time consuming to delete the import.

If your file contains headings these will appear above the dropdown box. You can then select the value from the dropdown that you want to match in our system. Be careful not to map the field twice otherwise an error will occur.

 csv2.png 

Depending on the number of records in your file a preview of the import will be shown and you can select which customers you wish to import. If any conflicts or duplicates are identified these will be highlighted. If your file contains a large number of records the preview screen is not shown and you will be asked if you wish to submit the file for import.

 csv3.png

Once the file has been imported you can click on the file name from the import customers screen and view the customers, this will open a new tab that only shows customer from the import. You can then bulk delete or manage customers as required.

 

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