How do I import Customer records? – Checkfront

Importing Customer records lets you quickly bring existing customer information into Checkfront, centralizing and managing Customer profiles without manually entering each one.

Learn how to import Customer records to create Customer Profiles.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Customers > Directory > Import

What more do I need to use this feature?

Admin or restricted permissions to View Customer List and Edit Customers.

Which Checkfront version supports this feature - classic items, classic products, or both?

This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products

Importing Customer Records

Would you like to import Customer records to create Customer Profiles in the Customers Directory? If so, follow these steps:

The Checkfront dashboard highlights the Customer Directory menu option under the Customers tab to access the customer list.

1. Navigate to the Customers Directory (Customers > Directory).

The Customers page highlights the Import button used to upload customer data into the system.

2. Click the Import button to arrive at the Customer Import page.

The Customer Import page highlights the Download Template button used to obtain a CSV template for importing customer data.

3. Click the Download Template button to download a CSV file containing existing booking form field columns, which you can use as a template for your Customer record(s) import.

Once you download the template, you can open it and add your Customer details.

The Customer Import page highlights the Submit button used to upload the completed customer import CSV file.

4. When you complete the template, click the Choose File button, select the CSV file from your device, and then click Submit.

The Customer Import page shows mapping options for matching CSV columns to system fields with a preview of customer data.

5. Map the data columns to the matching fields in your system after uploading the spreadsheet. Map only the fields you wish to import. If a column is not required, leave its dropdown menu unselected.

The Customer Import page highlights the Import button used to confirm and start importing customer records.

6. Once you select all the fields, click Import. You are asked to confirm the action.

A confirmation dialog appears with a highlighted Import Now button prompting the user to proceed with the import process.

7. To continue, click the red Import Now! button.

A success message appears confirming that the CSV data import has been completed, highlighting the OK button.

8. You receive a success message if everything goes according to plan. Click the green OK button to continue.

9. After the import, you are automatically taken back to the Customers Directory (Customers > Directory), where you see the Customer record(s) you just added.

Callout icon of a cap and certificate, indicating additional learning resources.