Customer Data Imports

By Uncategorised

Contents:

  1. Exporting customer info
  2. Editing customer info
  3. Re-Importing customer info

Exporting Customer Info

To export your customer information, you need to go into the back office and into your customer tab.

From within the customer tab you need to open up the reports feature and select “Customer Export Sheet”

Run this as a spreadsheet and you will get a .xlsx spreadsheet which you can open.

Editing Customer Info

In the open .xlsx spreadsheet you are able to modify any information about your customers.

Along the top of the spreadsheet you can see each piece of information stored for each customer. You can edit any of these to change them within connect once re-imported.

Re-Importing Customer Info

To import data into connect there is three steps.

The first step is to remove the three header lines. To do this hold down shift and select line 1,2 and 3.

Then right click them and hit delete.

The second step is to do the same process to the footer. You will need to select the bottom 2 lines.

Then right click and hit delete.

The final step is to save the spreadsheet as a “Text (Tab Delimited)” file then go into your back office, press “File” in the top left then run an “Import” from that menu.