If your customer contact information is on another system or stored on different spreadsheets, you can easily import your customer data into your Rezdy account.
- Click Customers
- Click 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, all duplicates will be skipped.
- Open the template file within a spreadsheet editing application.
- Manually update the spreadsheet with your customer data.
- Save your spreadsheet locally to your computer.
Uploading & Processing Your Customer Data
Within the Customer Import page:
- Click the Choose file button
- Find and select your spreadsheet.
- Click the Upload button
You'll then need to process the data by matching columns to headers e.g.
- Email column to EMAIL header
- First Name column to FIRSTNAME header and so on...
- Click the Process button
Viewing the Imported Results
Once complete, you'll see all successfully imported contacts highlighted in green. All contacts not imported will be highlighted in red with an error e.g. This customer already exists.