01What it is
Data import reads customers and their objects from a CSV file: one row is a customer and, optionally, their object. The file can be up to 5 MB, 5,000 rows and 60 columns, and the first row holds the column headers.
A customer already in the application (same tax ID, email or phone) is not duplicated. An object is recognised by its object number, or without one by its name and address for the same customer.
Nothing reaches the database before you confirm. The import does not grant customers marketing consents, because we do not know whether they gave them.
- CUSTOMERS WITH OBJECTS
- One file row is a customer and their object.
- PREVIEW BEFORE SAVING
- The first 50 rows and the number of errors.
- NO DUPLICATES
- Existing customers and objects are not duplicated.
02What it is for
Start without retyping
Your whole record of customers and buildings from the previous software in minutes.
No mess
Duplicate customers and objects are skipped.
By the rules
You mark marketing consents on the customer card, not by import.
03Main options
The import has two steps: uploading the file and mapping columns with a preview.
Bring your records from a file
The first step of the import.
- CSV file up to 5 MB and at most 5,000 rows
- In Excel: Save as, then CSV; the first row holds the headers
- Download file template with a ready column layout
Which column is which field
The second step, with a preview and a summary. Columns are recognised by their headers.
- Customer fields: first name, surname, company name, tax ID, phone, email, address, postcode, town, notes
- Object fields: name, number, kind, address, postcode, town, floor area, storeys, coordinates
- Tiles: rows, new customers, new objects, errors; Cancel import and Import data buttons
04Tasks step by step
- STEP 1Export customers and objects to a CSV file. You can follow the file from the Download file template button.
- STEP 2Open Settings › Data import and upload the file.
- STEP 3Check the column mapping, correct it if needed and choose Refresh preview.
- STEP 4Check the Rows with errors tile. Every customer needs a phone or an email, and a row with an error is skipped entirely.
- STEP 5Choose Import data. After the import you go to the customer list.
05Actions
The most common tasks around the import.
Upload file
A CSV with customers and objects.
Download file template
A ready column layout.
Import data
Save after checking the preview.
06What it connects to
Choose a module to see where the data goes.
Objects
Objects from the file go to the object records, under their customers.
Go to the topicObjects