How to Import Customers from CSV

Before You Begin

• Owner or admin permissions required
• A CSV file with: email (required), first name, last name, phone number, and any other customer fields

Steps

Step 1: Open the import interface

Go to Contacts > Customers → click Import or the Tools dropdown → select Import from CSV.

Step 2: Prepare your CSV

If available, click Download template to see the expected format. Ensure email addresses are unique and valid — invalid emails will cause import errors.

Step 3: Upload, map, and validate

1. Click Upload CSV / Choose file and select your file.
2. Verify the auto-mapped columns (Email → Email, First Name → First name, Last Name → Last name, Phone → Phone number) and adjust if needed.
3. Click Validate and fix any flagged errors (invalid emails, missing required fields). Re-upload the corrected file if needed.

Step 4: Run the import

1. Review the import summary (valid row count, any warnings).
2. Click Start import / Import customers and wait for it to complete.
3. Review the results — check error details for any failed rows.

Troubleshooting

Import option not visible. Only owners and admins can import customers — contact your organization owner if you need access.

CSV format errors. Use the downloaded template; verify headers match expected column names and values are comma-separated.

“Email is invalid” errors. Check for missing @ symbols, invalid domains, duplicates, or extra spaces.

Import is slow or timing out. Break the CSV into smaller batches (e.g., 100 customers at a time) and ensure a stable internet connection.

Some customers weren’t imported. Check the results for per-row error messages; fix the data and re-import the failed rows.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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