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:
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.
Import conditions:
Only customers with a valid email address can be imported. Lines without an email will not be considered.
Sending the file to support:
Send the prepared file to the following email address: support@yoplanning.com
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 support@yoplanning.com.
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