Import/Update customers

Navigate to:  Administration - Customers - Import / Update. In this module it is possible to upload a CSV file with customers. This makes it possible to both update existing customers and to create new ones from a external source.

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Note!

  • The file must be in CSV format and use ; as separator.
  • The columns in the file must follow the example below. At the bottom of this article there is a template that can be downloaded and used.

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Update customers


To download a list of customers, either contact Tixly Support to get a complete list of customers in the data base, or use Segmentation to get a filtered list. Click Export results and choose Download with all customer data. This list follows the correct format to be imported.

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In excel, all customer information can freely be modified and changed.

Add new customer

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 then generate a new Customer ID for the new customer.

Note!

  • 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 CSV file


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Click Browse, and select the file, then click Upload.

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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 cell in the table means that the value in the cell will be changed (e.g. new email).
  • A Green row means that a new customer will be added.
  • Blue box shows number of customer 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 customers that will be created.

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After clicking Confirm, wait until the message Customer successfully imported! is shown together with a thumbs up!