Importing Customers

Importing Customers


The best way to get started is to head to Admin > Customers > Import Customers. Once there you will be presented with a pop up asking if you plan to use either Quickbooks or Xero accounting integrations. See below if you plan to use either of those. If not, click Dismiss and you will be presented with the import instructions. 


If you plan to use Quickbooks or Xero accounting integrations we heavily recommend importing your customers lists from those while setting them up. It will ensure that your customer lists are linked right away and will save some time.

Start here with Quickbooks:





Getting the CSV Ready


If you are new customer, we recommend downloading the Complete CSV. This is a pre-configured CSV file that you can easily drop your data in to. The complete CSV will have the following headers. If any of these are modified, the CSV will likely not import, or import incorrectly:



At a very minimum, you must have at least 2 of the 4 following fields populated for a successful import:



If you have customers on your CSV without an email and/or phone, please go to Admin > Customer > Customer Preferences and turn these off as required fields before attempting the import. If your account settings require phone or email, and these fields are blank, the import will fail or come in incorrectly.

Custom Fields:


RepairShopr has Custom Fields that can be added here. It is important to note that you should have these created BEFORE doing your import. 

The format is: "field name:value;next field:value" so; field:value, with semicolons between them. 

Setup Customer Custom Fields here: http://feedback.repairshopr.com/knowledgebase/articles/295874-customer-custom-fields

The only easy way to populate them is to set all the fields you want on a test customer, export it, and copy that column with edits to the rest of your file. It must be very exact, so take care in this if you want it to work well for you.


Importing

To import, simply head to Admin > Customers > Customer Imports and see Step 4. Choose your file locally and click the green Import button.

Depending on the size of your file, this could take some time. You can view the progress of the import by heading to Admin > Reports > Import Results.

You can also see a list of errors should any occur during import so that you can make adjustments.


Troubleshooting:


If you think your csv file has all the right fields, but your import email from us says it imported 0 customers, try uploading your CSV to this test site and see if the columns are correct.
http://csv-validator.herokuapp.com/

Also, the CSV format must be in UTF-8 to import correctly. If you get this error in your tests, upload the CSV to Google Drive, and then re-download. This should automatically convert it to UTF-8. 

TIP: 
Generally if you have a low percentage of failures, it's just some bad data in the import file. It the percentage is over 20% the file probably needs to be adjusted to fit our format.

The error summary is grouped by the fields that failed validation, so if it says: "email,phone,mobile invalid:" that means those records failed all of those fields at the same time. That could mean you have those fields marked as required in the settings, but they weren't found in the CSV.





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