Importing Customer records

You can quickly add customers in bulk using the CSV import feature. Follow these steps:

How to Import Customers

1. Navigate to Revenue → Customers
2. Open the “Create Customer” dropdown
3. Select “Import from CSV”
4. Upload your CSV file
5. Review the column mapping
   Match your CSV columns to the available customer fields.
6. Finalize the import
   Review the preview and confirm to complete the import.

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Available CSV Fields

Your CSV file can include the following columns:

Field Name	Description
email	Customer’s email address (required)
display_name	Display name for the customer
mobile	Mobile phone number
country	Country
city	City
source	Source of the customer (e.g., import, referral)
notes	Any notes about the customer
client_id	Client ID from the Clients list
preferredLanguage	Preferred language (e.g., en, fr)
first_name	First name
last_name	Last name
gender	Gender (e.g., male, female)
newsletters	Newsletter channel IDs (comma-separated, e.g., 1,2)

Note:

• The email field is required and must be valid.
• You can include as many or as few fields as you wish.
• If a customer already exists, their newsletter subscriptions will be updated. No other properties will be modified.
• We will be supporting custom fields import in an upcoming release. Please express your interest to our support team.