Managing customer data in bulk can help save you time. Export customer information to Excel or import customer information from Excel for quick updates or new entries.
Exporting Customer Data
Exporting lets you create a copy of customer records in Excel for reporting or backup purposes. Follow the steps below to export your customer data:
From the left menu, click Customers and then select the Customers tab.
In the top-right corner, click the three dots (...) to view more options.
Select Excel Export.
An Excel file will download containing the following details for each customer:
First Name
Last Name
E-Mail
Address Information
Comments
Account #
Taxable Status
Non-Tax Certificate Number
Company Name
Tier Name
Internal Notes
Custom Fields
Auto Email Selections
SMS Selections
Customer ID
Importing Customer Data
Importing allows you to upload customer information in bulk, either by adding new records or updating existing ones. Follow the step below to import your customer data:
From the Customers tab, click the three dots in the top-right corner.
Select Excel Import.
Download Spreadsheet Template.
Decide whether you are:
Editing Existing Customers
Click Template for Existing Customers to download a sheet of current customer data.Adding New Customers
Click Template for New Customers to download a blank sheet with all required columns.
Prepare Your Excel File
Edit the downloaded template to enter the customer information you want to import.
Open the downloaded Excel template add or update customer information as needed.
Once done, save the updated Excel file when finished.
Note: Do not edit or remove the column headers.
Upload and Map Fields
After preparing your file, upload it into the system and make sure fields match correctly by following the step below:
Return to the software and click Choose File to upload your edited Excel sheet.
Check that the Spreadsheet Column titles match the Database Field titles.
Note: If needed, click a field value and select the correct database field from the dropdown.