Import Old Customers Database (optional)

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Choose one method to import customers

Manual Entry
Upload CSV
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Manual Entry

You can manually enter customer data directly in our app. While it is not an automated solution, it is a simple way to get started

Upload CSV

You can upload a CSV file to import thousands of customer records at once. It is a convenient way to get started quickly. We accept the following values:

Location link here

Download an example CSV template, here.

How to add "+6" in front of missing CSV?

import CSV to Google sheet
add a new column next to phone column, e.g. column E

add this function: (where column D is the phone number)

=IF(LEFT(TRIM(D2), 1) = "+", TRIM(D2), IF(LEFT(TRIM(D2), 1) = "6", "+" & TRIM(D2), "+60" & TRIM(D2)))

How to Separate First Name From Last Name?

Create multiple new column right to "first_name". For example "first_name" is Column A, create Column B C D E F
In Column B, add this formula =SPLIT(A2," ")
Change to A2, or B2, or C2 depending on the column content
Adjust the "first_name" to the specific column

This error will show up if columns are not created enough (client has long name)

... just delete it if accidentally imported.