Customer import

Customer import

To save time and minimize the effort of manually entering customer data, our system offers the option of importing customer data directly from a file. This is particularly practical if you have already saved a digital customer list elsewhere. To do this, go to the Customers > Customer import area.

Requirements for customer import

For the import to work smoothly, a few requirements must be met by the file:

1. File format:
The file must either be in Excel format or as a CSV file. Make sure that the CSV file is encoded in UTF-8 to avoid possible problems with special characters.

2. File size:
The maximum file size is 1 MB. Make sure that your file does not exceed this limit.

3. Number of data records:
There should be no more than 5,000 records per file. This ensures that the import remains efficient and no performance problems occur.

4. Required fields per record:
Each record should contain the following information:

  1. Phone number of the customer
  2. Name of the store to which the customer belongs
  3. Address, consisting of:
    1. City
    2. postal code
    3. Street address

Preview function

Before the data is finally imported, you can display a preview. This allows you to check the structure and content of the file and ensure that all information is formatted correctly.

Tips for a successful import

Data cleansing: Check your file for duplicate entries or missing mandatory information before importing.
Formatting: Make sure that phone numbers and addresses are formatted consistently to avoid problems when using the data later on.

If you need assistance with the preparation or import, our support team is always available!




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