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How to Upload Customers Using a Spreadsheet

Learn the step-by-step process of uploading customers using a spreadsheet, such as Excel or a tab-delimited file. Follow our guide to easily import your customer data.

By Engineering Momentum

In this guide, we'll learn how to upload customer data using a spreadsheet like Excel or a tab-delimited file. This process involves selecting your file, mapping your column headers to match the system's headers, and previewing the data before finalizing the upload. By following these steps, you can ensure that your customer information is accurately imported and ready for use.

Let's get started

Let's go through the process of uploading customers using a spreadsheet, such as Excel or a tab-delimited file.

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Click here
Step #2: Click here

Click on "Import Customer File" here.

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Click on "✰ Import Customer"
Step #3: Click on "✰ Import Customer"
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Click on "Select File"
Step #4: Click on "Select File"

Click on Select File. Scroll and find the sheet you want to upload. Click Open, and a preview of the mapped headers will appear. Map your column headers with our column headers.

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Click on "Your Column Headers"
Step #5: Click on "Your Column Headers"
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Click on "Your Column Headers"
Step #6: Click on "Your Column Headers"

As you can see, it appears we've already mapped this file. You can tell because there are some matches that have been made.

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Click here
Step #7: Click here
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Click here
Step #8: Click here

When a match is made, the row turns green.

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Click here
Step #9: Click here

Once we have our headers mapped, we click "Preview." This gives us a preview of our data that was uploaded in the spreadsheet.

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Click on "Preview →"
Step #10: Click on "Preview →"

It also indicates which columns of data will be ignored, so we know this data will not be imported. The rest of the data will be mapped based on the column headings provided.

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Click on "Ignored"
Step #11: Click on "Ignored"
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Click on "companyName"
Step #12: Click on "companyName"

Finally, click "Upload" and wait a moment for the customers to be uploaded.

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Click here
Step #13: Click here
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Click on "Upload →"
Step #14: Click on "Upload →"

Once that's complete, we can view our customers.

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Click on "View Customers →"
Step #15: Click on "View Customers →"

It's that simple.

How to Upload Customers Using a Spreadsheet