This guide outlines the step-by-step procedure to export the customer list into a CSV (Comma Separated Values) file or to import new customer data from a CSV file.
Data export and import are managed through a dedicated function accessible from the main customer management screen.
1. Accessing the Import/Export Function
To begin, you need to access the main customer management section.
1. From the main navigation bar, go to the Customers section.
2. On the main screen, locate and click the Import/Export CSV button. This button is usually found in the top toolbar.
Once clicked, you will be redirected to the dedicated page where you can choose between import and export.
2. Exporting Customer Data
Exporting allows you to download all customer data (or a subset of it) in a tabular CSV format, usable with programs like Excel or Google Sheets.
1. After clicking on the Import/Export CSV button, access the section or tab dedicated to Export.
2. Field Selection: Select the fields (columns) related to customer data that you want to include in the CSV file (e.g., First Name, Last Name, Email, Phone, Address).
3. Start Export: Click the button to start the export process.
- Note: Depending on the number of customers, generating the file may take a few minutes. The application will notify you when the file is ready.
4. Download File: Once completed, click on the download link to save the customers_[date].csv file on your computer.
3. Importing Customer Data
Importing allows you to upload new customers or update existing customers' data using a CSV file.
Preparing the CSV File
Before importing, ensure your CSV file is correctly formatted.
- Headers: The first row of your CSV file must contain headers identifying the data (e.g.,
firstname,lastname,email). - Required Fields: For correct import, each row must contain at least the customer's Email.
- Separator: Make sure the file uses either semicolon (
;) or comma (,) as field separator, depending on system requirements.
Import Procedure
1. After clicking on the Import/Export CSV button, access the section or tab dedicated to Import.
2. Upload File: Click on the Choose File button (or equivalent) and select your prepared CSV file from your computer.
3. Preview and Mapping: The system will display a preview of data and ask you to map columns.
- For each column in your CSV (e.g., "Phone"), select the corresponding field in the system (e.g., "Mobile Phone").
4. Import Options: Select desired options:
- Decide whether import should create new customers or update existing customers (usually based on email address).
5. Start Import: Click the button to confirm and start uploading data.
- Note: You will receive a notification or summary at operation end indicating how many records were imported or updated and if there were any errors.
