Importing Customers

Overview:

Importing customers is a crucial feature in bringing in customers from previous databases. This article will walk you through how to prepare your excel template and import it into the foreUP software.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Customers Module

Steps:

Follow the below steps to import customers:

1. Go to the Customers module. 
2. Click on the Action button in the top right hand corner of the screen. 
3. Choose "Upload List". 
4. Click "Download Customers CSV Template" blue text within the pop-up. 
5. Fill in the needed information for each customer, or if the information is available in another document, copy and paste it over.
6. Not all columns are required. Only fill in what information you have and leave the rest of the cells empty. The only required columns are "First Name" and Last Name"
7. Save the Excel document as a "CSV" file.
8. Go back to the customer's module within the foreUP software.
9. Click again "Upload List". 
10. Click on the "Browse for File" button.
11. Find the saved excel document on your computer and "open" it.
12. You'll need to make sure all the columns are assigned to the correct customer field.
13. Finish by clicking "Submit".

FAQ: 

Q: Can I import the spreadsheet as an excel file?

A: No. The excel spreadsheet must be imported as a CSV file

Q: Can I import other info not found on the spreadsheet?

A: No. Only the column headers found on the excel spreadsheet are the data points that can be uploaded.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737