Importing customers from Excel/CSV

To move customers over from another program or from a spreadsheet you already have, use the Import button on the Customers page (you need the permission to create customers). The wizard reads .xlsx, .xls and .csv files; at most 1000 rows are imported at a time. The fields that can be imported are Name, Last Name, Phone, Email, Gender, Date of Birth and Note; tags, address, registration date, packages and subscriptions are not imported.

1. 1

   Upload File

   In the "Import Customers" window, press Choose File and pick your file. Only the first sheet of an Excel file is read; the first row must be the column headers and the following rows the customers (empty rows are skipped). If you don't have a file ready, download the template with Download Sample Template: its columns are Name, Last Name, Phone, Email, "Gender (1=Male 2=Female 3=Other)", "Date of Birth (DD.MM.YYYY)" and Note.

2. 2

   Map Fields

   For every column in your file, look at the first values in "Sample Values" and choose the Field in the System: Name *, Last Name *, Phone, Email, Gender, Date of Birth, Note or "— Don't import —". The system guesses from the column headers. Continue does not work until Name and Last Name are each mapped to a column. A field can be mapped to one column only; if you pick the same field for a second column, the first goes back to "Don't import".

3. 3

   Preview

   At the top you see how many rows will be imported and how many are duplicated in the file, missing a first/last name or have an unrecognised phone. The table lists the first 50 rows with their status (Ready, Name missing, Duplicate in the file); an unrecognised phone is shown in red with a ⚠ mark. If something looks wrong, fix the mapping with Back.

4. 4

   Start the import

   Press Import N Customers. The window cannot be closed during the import; when the progress bar finishes, the result cards appear: Added, Already registered (skipped), Duplicate in the file (skipped) and Failed. When you leave with Close, the customer list refreshes.

Rules you should know

• Phone: only Turkish mobile numbers are recognised (10 digits starting with 5; they may start with 0, 90, +90 or 0090, and spaces and dashes don't matter) and converted to the +90 format. Landlines and foreign numbers are not imported; that customer is added without a number.

• Duplicates are checked by phone: if the same number appears several times in the file, only the first row is added; if a customer with the same number is already registered, the row is skipped. Rows without a phone cannot be checked — if you upload the same file twice, the customers without a number are added again.

• Gender: 1/2/3, Male/Female/Other (and the Turkish Erkek/Kadın/Diğer, E/K, Bay/Bayan) are recognised; any other value is left empty.

• Date of birth: DD.MM.YYYY, DD/MM/YYYY or YYYY-MM-DD; an unrecognised date is left empty.

• Note: the text in the Note column is written to the customer's notes under the “Genel” topic with the "Imported" chip, dated with the day of the import; you see it on the Notes tab of the customer card.

• Rows with an empty first or last name are not imported and are added to the Failed count; fix your file and upload just those rows again.

• Importing does not trigger automations: imported customers do not receive a "welcome" message.

• In a file with more than 1000 rows only the first 1000 are taken (a "The first 1000 rows were taken" notice appears); split the file and run the wizard several times.