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How do I import Customer records?

Learn how to import Customer records to create Customer Profiles.

 

Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.


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, new or both?

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

 

Importing Customer records

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

 

Customers Directory Menu Item

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

 

Customers Directory Import Button

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

 

Customers Directory Import Template Download

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.

 

Customers Directory Import Submit

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

 

Customers Directory Import Map

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, simply leave its dropdown menu unselected.

 

Customers Directory Import Map Complete

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

 

Customers Directory Import Map Confirm

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

 

Customers Directory Import Success

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.

 

Learn More

Should you use the Booking Importer, note that it automatically creates Customer profiles during import. Learn more here:

 

 

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