01What it is
Data import loads customers and their cars from a CSV file: one row is a customer and optionally their car. The file can be up to 5 MB, 5,000 rows and 60 columns.
A customer already in the app (same VAT number, e-mail or phone) and a car with the same VIN or registration number are not duplicated. Import does not grant marketing consent.
Supplier price lists are imported separately, in Modules › Suppliers and catalogues › Price list import.
- CUSTOMERS WITH CARS
- One file row is a customer and their car.
- PREVIEW BEFORE SAVING
- The first 50 rows and the number of errors.
- NO DUPLICATES
- Existing customers and cars are not duplicated.
02What it is for
Start without retyping
Your whole customer base from the previous software in minutes.
No mess
Duplicate customers and cars are skipped.
By the rules
Import does not grant marketing consent the customer must give themselves.
03Main options
Import has two steps: uploading the file and matching columns with a preview.
Upload the file and pick the location
The first import step.
- A CSV file up to 5 MB
- The location the customers go to (required)
- Download the file template
Which column is which field
The second step, with a preview and summary.
- Customer fields: first name, last name, company, VAT number, phone, e-mail, address
- Car fields: make, model, year, VIN, registration number, mileage
- Tiles: rows, new customers, new vehicles, errors; Import and Cancel buttons
04Tasks step by step
- STEP 1Export customers and cars to a CSV file. You can follow the file from Download the file template.
- STEP 2Open Settings › Data import, upload the file and pick the location.
- STEP 3Match the columns to fields, check the preview and the errors tile, then choose Import.
- STEP 4After the import you go to the customer list.
05Actions
The most common tasks around import.
Upload a file
A CSV with customers and cars.
Download the file template
A ready column layout.
Import
Saving after checking the preview.
06What it connects to
Choose a module to see where the data goes.
Price list import
Supplier price lists are imported separately.
Go to the topicPrice list import