10 Feb 2017
Import your Customer List – How to Tips!
We wanted to give you an easy way to grab your customers and import them to Hoptree. Let’s get started!
STEP 1: Export Your Customer Information to a CSV
Most contact management systems have an option to export your contact information. Export customer information to a CSV file.
Tip: In some contact management systems, you might have to select contacts to see an option to export as a CSV.
STEP 2: Merge or Edit Your Data into our format
Using a spreadsheet program like Excel, open your exported csv file and the file attached below.
Before you start copying your data over – here are some things to note.
Things to note:
1. A customer can have multiple contacts per customer. In Customer Id #1 & 3, I wanted to load Amy Smith as a contact for my customer Mike Smith.
TIP: This can be used if housekeeper or other family member is an additional contact that might be receiving text messaging for that customer.
2. A customer can have multiple addresses. In Customer #2, I loaded Peter Johnson with his home address and his vacation address.
3. A customer can have multiple address and contacts. In Customer #3, I needed to load multiple contacts for Taylors and the mother in law address as a reference.
Now copy the fields from your contact system to the hoptree document.
Tip: Sort the data by name and make sure are spelled accurately and consistently. For example, Mike Smith and Michael Smith create separate accounts.
Tip: Ensure that there is only one phone number per field and it is the mobile number.
Save this file as a CSV. Ensure you save the document as as CSV file. Go to File> Save as and ensure that the file format is Comma Separated values (.csv).
STEP 3: Upload the document to Hoptree
Once you are done copying your customers into the hoptree template. Login to Hoptree and go to Customers.
Tip: Only administrators have access to upload customers.
On the top right navigation you can see Import. Select Import.
Browse to your saved csv document. Select Upload.
STEP 4: Wait for email confirmation
Hoptree will send you an email with confirmation that your upload was successful or if there were any failures. Good luck and happy texting 🙂
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