Table of Contents
Purpose
To add customers in bulk using the export/import function. The export/import function allows you to export a list of your current customers in excel format, add new customers to the file and then re-import the file to create the new customers.
When following this process, all customers will be created with default settings. Therefore, if you have an existing customer that you would like to replicate the settings for it is recommended you duplicate the customer and create customers in this way instead. Please see Adding Customers and Duplicating Customers for steps on how to duplicate customers.
How to add Customers in bulk using the export/import function
- Navigate to the Customers page, Contacts>Customers.
- Select the More button.
- Select Export to CSV from the drop-down menu.
- Open the downloaded file.
- In column B, add the new customer's name. In column C add the customer's email and in column D add the customer's phone number.
- In column E, type the name of the Rate Card you wish to be associated with the customer. If you are unsure at this stage and wish to change it later once the customer has been created you can enter the word Default and the default Rate Card will be applied.
- In column F, enter the number 1 to signal that the customer is active.
- In column G, enter the number 0.
Note, you must leave column A blank otherwise the import will not work.
- Save the file.
- Return to the Customers page in CartonCloud.
- Select the More button.
- Select Import CSV from the drop-down menu.
- Select Choose File.
- Select the file.
- Click Upload File.
- You will then receive the below success message.
You will now need to edit the Customer Settings for your new Customers.