Import a customer file into Yoplanning

What is the purpose of importing a customer file?

Importing a customer file allows you to massively transfer customer data to Yoplanning. This feature is ideal for integrating existing customer lists without manually adding them one by one.

Steps to import a customer file

As a Yoplanning customer, you cannot import your customer files directly into the application yourself. However, you can ask Yoplanning support to do it for you. Here's how to do it:

1. File preparation:

   • Prepare an Excel or CSV file with the necessary information.

   • Minimum columns should include:

     • Name

     • First name

     • Email (required)

   • You can also add additional information like the mailing address by separating the following into separate columns: address, zip code, city, and country.

2. Import conditions:

   • Only customers with a valid email address can be imported. Lines without an email will not be considered.

3. Sending the file to support:

   • Send the prepared file to the following email address: [e-mail]

4. Validation by support:

   • Once your file is received, the support team will check its format and import the data into your Yoplanning account.

Best practices

• Check email validity: Make sure each customer has a valid email address, as this is a mandatory requirement for importing.

• Uniform Format: Use a consistent format for each column to avoid errors during import.

For any further assistance, please do not hesitate to contact Yoplanning support at [e-mail].