Onboarding/Customer Import

Import Customers

Upload your existing customer list from a CSV or Excel file

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Fix previously imported names

If earlier imports placed the full name in both First Name and Last Name fields, click Repair to automatically correct those records.

Upload Customer File

Click to upload or drag and drop

CSV, XLSX, or XLS files supported

No file selected
Supported formats: CSV (comma-separated), XLSX (Excel 2007+), XLS (Excel 97–2003). Column headers do not need to match exactly — you will map them in the next step. Download the template above for the recommended layout.

Import History

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