Importing customers with their company contacts and associated sites is a quick way of adding large quantity of customers to Loc8 at one go. For importing customers, you will need a CSV file, which is essentially a spreadsheet containing your customer details, but in a layout that matches Loc8's recommendations.
We have listed down important points that will help you prepare your spreadsheet for import:
- Column Headers
- Order of ACTIONS in the CSV file
- When would you fill in CUSTOMER REFERENCE Column
- When would you fill in SITE CONTACT REFERENCE Column
- Importing Customers
The first row of the CSV file MUST have the headers given below:
B1: CUSTOMER REFERENCE
G1: ADDRESS 1
H1: ADDRESS 2
M1: SITE CONTACT REFERENCE
You can also download a sample CSV file from the import wizard (discussed in section below) to skip adjusting the headers yourself.
Order of Actions
While preparing the CSV file, ensure that you have the values of the ACTION column in the following order only:
ADD CUSTOMER COMPANY
ADD CUSTOMER CONTACT
ADD CUSTOMER INDIVIDUAL
This order ensures that your customers are correctly linked to their contacts and sites.
When would you fill in CUSTOMER REFERENCE Column
This column must be filled only for ADD CUSTOMER CONTACT and ADD SITE actions.
The value entered in the CUSTOMER REFERENCE column must be the same as that provided in the customer's ID.
When you do so, the new contact and new sites get linked to the customer through the specific customer's ID.
This is useful when:
- Your sites and customer contacts are not directly under the customer row as shown in the spreadsheet below:
- You are importing a new set of sites and customer contacts for a customer who is already added in Loc8, in which case you will only have a series of ADD CUSTOMER CONTACT and ADD SITE actions without the ADD CUSTOMER COMPANY. The customer ID entered for each of them under the CUSTOMER REFERENCE column will correctly link them together during import.
CSV file that's already been imported:
CSV file with new customer contact and site being imported now:
When would you fill in SITE CONTACT REFERENCE Column
This column must be filled only for ADD SITE action.
The value entered in the SITE CONTACT REFERENCE column must be the same as that provided in the Customer Contact's ID.
When you do so, the new site gets linked to the customer contact. In a way, you are indicating that -- on import, this particular customer contact should be added as the site contact.
A few points to help you tailor the spreadsheet perfectly:
- The maximum size limit is 1000 rows. If you need to import files larger than that, you need to split it up and do multiple imports.
- The import only supports one value per cell.
- Your spreadsheet must be on Sheet1.
- Your spreadsheet shouldn't contain any formulas, charts or blank rows.
- Your spreadsheet shouldn't contain any errors (like #REF!, #NAME?, #N/A or #VALUE!).
- Names shouldn't contain colons (:) or quotation marks (").
STEP 1 Go to the Customers page.
STEP 2 Open the Import customer wizard.
STEP 3 Prepare your spreadsheet to match the recommended headers and cells required for importing your customers, contacts and sites.
STEP 4 Upload your prepared spreadsheet and correct errors if any.
In case your data doesn't match the layout recommended for import, you'll see the errors and warnings list as shown below.
You have to correct the errors to proceed. Warnings do not stop import, but you may miss out associations between the customer, and its contacts and sites that you wish to retain after importing.
Done! You will find the imported customers, the new sites, company contacts and site contacts under the Customers page.