Why import your Customer list?
- Build upon your existing customer database
- Centralise your existing customer database in one place
I have 71 customers, I want to import another 5 from one of my external systems.
1. Import Customers
Go to Import Customers via the Customers tab on left side menu.
2. Download Rezdy Template
Download our Rezdy customer list template, input your customer details following the same format.
3. Save and Upload the CSV
Upload the CSV you created to Rezdy.
4. Check your import information
Do a final sweep of your information to ensure it's all correct. Leave Ignore First Row ticked as long as you want the first row ignored.
Process once it all looks good.
Hopefully your import is successful you should see this message. Click the link to take you back to the main page, your customer count should have increased.
Q. What happens if there is a duplicate customer in my import?
A. Customer that are a duplicate will be flagged.