Import/Update customers

Rens van Huijkelom

2025-11-19 14:24:42 +0100

Navigate to Administration > Customers > Import / Update to import or update customers in bulk. This module allows you to upload a CSV file with customers and customer data. This makes it possible to both update existing customers and to create new ones from an external source.

Update customers

To download a list of customers the Segmentation tool can be used. Create a segmentation, click Export results and choose Download with all customer data. This list follows the correct format to be imported.

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Change the desired field in Excel and upload the file back to Tixly.

Add new customers

To add a new customer to the list, create a new row and give it the Customer ID 0. When the list is imported, the system will generate a Customer ID for the new customer.

If you change an existing Customer ID, this will update the customer with the ID that is input. Therefore the Customer ID should never be changed.

Upload file

Click Browse and select the correct file. Fields can then be mapped to Tixly fields and it's possible to choose to not overwrite empty values in the import document on customer fields.

In the next view, an overview of all changes will be shown. To approve them, click Confirm customer upload or click Cancel to stop.

Yellow cells in the table means that the value in the cell will be changed (e.g. new mobile number).
A Green row means that a new customer will be added.
Blue box shows number of customers that are being uploaded.
Yellow box shows number of customer cards that will be changed.
Turquoise box shows number of customer cards that will not be changed.
Green box shows how many new customers will be created.