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How to import customer information into Booqable
How to import customer information into Booqable

Learn how to cut down on data management by importing customer information from another platform to Booqable.

Johan avatar
Written by Johan
Updated over a week ago

If you are an existing rental business, you may have a database of customers that you wish to bring over to your new Booqable account.

Follow the article below to learn how easy it is to import as much customer information as you need to your Booqable backend.

How it works

Importing customer information involves uploading a CSV or Excel file to Booqable, and the data will appear as new individual customer profiles on the Customers page of your Booqable account.

You can import customer information to Booqable to the following fields to create new customer profiles in Booqable for your existing customers.

  • Name

  • Email

  • Phone

  • Tags

  • Address

  • Discount percentage

💡Note: In addition to these mappable fields, you can import any extra information, which will be added to the customers as text fields.

1. Import customers using a CSV or Excel file

  1. Click Customers, and then click Import.

  2. Upload your CSV or Excel file to get started.

  3. Booqable will now ask you to map the columns that contain your customers’ attributes (names, email addresses, etc).

  4. Click the column you want to add.

  5. Click Next step to continue.

  6. At one point you'll be asked which columns contain address information. Map each column that contains address information. If you have all address information in one column, you can map it to address line 1. 

  7. If you have any, Booqable will prompt you to map additional columns. You can choose one of the predefined attributes or map the column as text.

  8. Click Finish mapping to see a preview of your mapping. 

  9. Click Start import or, if you need to make changes, click Back to mapping.

You're all set!

You have now successfully learned how to import customer information into Booqable.

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