How to import a customer list

Overview 

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.

Getting Started

• 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.