Importing Customer Lists

You can use Data Manager to import customer data from a CSV file. Every time you import customer data, a new customer list is created. You can give each list of customers a discriptive name.

Step 1: Upload a CSV file with customer data

1. In the left-side navigation panel, click Applications > Data Manager. The Import Customers tab is opened.
2. Drag and drop a CSV file into the upload area, or click Browse File to select a file.

Step 2: Edit column mappings

1. Enter a name for the new customer list.
2. Map the required customer fields to the corresponding columns in your CSV file. Required fields are marked with an asterisk.
3. To map optional fields, expand Optional Data Fields.
4. Click Next.

Step 3: Start import

1. Verify the customer list name and file data.
2. Clisk Upload to start the import job.

Viewing Import Job History

1. In the left-side navigation panel, click Applications > Data Manager.
2. Select the Import Jobs tab.

To download the CSV file with imported data, click in the Processed column.

Searching for Customer Data

1. In the left-side navigation panel, click Applications > Data Manager.
2. Select the Search Customers tab.
3. Enter name or email in the search field. The search results are updated dynamically.
4. Click on one of the search results.

The card on the left displays detailed customer information. The card on the right displays detailed information on the file from which this customer's information was imported.