How to Import a Customer List

Overview 

If your customer contact information is in another system or stored in separate spreadsheets, you can easily import it into your Rezdy account.

Getting started

1. Click Customers.
2. Select Import customers.

Populating the template CSV file with customer data

Note: A copy of the template file can be downloaded here. You can then populate the CSV file with your customer data. Email addresses must be unique; the system skips duplicates.

1. Open the template file within a spreadsheet editing application.
2. Manually update the spreadsheet with your customer data.
3. Save your spreadsheet locally to your computer.
   
   

Uploading & processing your customer data

Within the Customer Import page:

1. Click the Choose file button
2. Find and select your spreadsheet.
3. Click the Upload button.
   
   

You then need to process the data by matching columns to headers, e.g.:

1. Email column to EMAIL header.
2. First Name column to FIRSTNAME header and so on...
3. Click the Process button.
   
   

Viewing the imported results

Once complete, you see all successfully imported contacts highlighted in green. All contacts that the system doesn't import are highlighted in red with an error, e.g., this customer already exists.