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How can I import and export my customers?

Customer lists can be imported and exported in the “Customers” section of your admin.
In this article, we will cover:

Importing customers

Customers can be imported in a .csv file format. You can download a sample customer .csv here, or find it in the attachments section below.

Aside from the PodiumIO customer .csv format, the following customer .csv formats are also supported:

Below is an overview of each field in the PodiumIO .csv:

Column Definition Status
Customer No This is the customer number field. If this is your first time importing a specific customer into your account, leave it blank – one will be generated for you. Optional
Email Address Email addresses are used for updating customers about their bookings. REQUIRED
First Name The first name of your customer. REQUIRED
Last Name The last name of your customer. REQUIRED
Gender The gender of your customer. Currently, the only available values are female, male, or unspecified. Optional
Address1 The street address of your customer. Optional
Address2 The second address line of your customer. Optional
Address Unit The apartment number, unit, or suite of your customer. Optional
City The city of your customer. Optional
Province/State The province or state of your customer must be written out. For example, New York, as opposed to NY. Optional
Country The country of your customer must be written out. For example, United States, as opposed to US. Optional
Postal Code/Zipcode The postal code or zip code of your customer. Optional
Phone Number The primary phone number of your customer must be entered along with the proper country code. For example, +1 (123) 456-7890, where +1 is the country code for Canada and the United States. Optional
Mobile Number The mobile number of your customer. The mobile number must be entered along with the proper country code. For example, +1 (123) 456-7890, where +1 is the country code for Canada and the United States. Optional
Timezone The timezone of your customer must be written out. For example, Eastern Standard Time, as opposed to EST Optional
Language The preferred language of your customer. Communications made out to the customer will be in the language of choice. Currently, the only accepted values are English, French, or Unspecified. Optional

Once you’ve prepared your .csv file:

1. Go to the “Customers” section of your admin, and click “Import Customers” in the top-right corner of the screen.

2. Select or drop a file to import, and then click “Import now”.

3. You will be redirected to a page with your import history, where you will be able to see your new import, along with the status. It can take up to 30 minutes for the import to complete.

Exporting customers

1. Go to the “Customers” section of your admin, and click “Export Customers” in the top-right corner of the screen.

2. Select the format you would like to export. You can choose from:

  • Google .csv format
  • Outlook .csv format
  • PodiumIO .csv format

3. Your export .csv will download automatically.

Updated on May 26, 2019

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