Importing Customers and Customer Contacts
Importing a file is a fast way to get your customers into OneUp.
- Your file should be formatted as a table and must include a header that defines the fields.
- Import files must be in csv format (comma delimited)
- Some headers are required: Company Name if you import a Company, Last Name if you import individuals.
Spreadsheet programs like Google™ Docs Spreadsheet and Microsoft Excel make it easy to create and edit CSV files. Use the attached .CSV file for all of the columns you can import.
Import your customers in Sales - Customers - [︙] button - Import Customers. After import, you can view them in Sales - Customers.
The attached template shows an example of how to import customers, their contacts and also an individual customer that is not a company.
Please note that the import file also contains some useful information at the bottom. Before importing your records, please remove the whole all lines after your last customer data to get rid of this information block.
If the lines are not removed before import, OneUp will produce an error message and won't let you import your file.