To import a customer list for a single location follow these steps.

Log in to your Customer Feedback Centre account.

If you have multiple locations, select the location you would like to upload a customer list for from the Business Dashboard.

From the menu go to Requests > Import Customers.

In Import Customer List click Choose File to select your file and click Open. File must be .xls, .xlsx, or .csv file format, 3MB or less, and required fields include:

First name

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/JSIZRNQKiw/Import%20a%20customer%20list%20for%20single%20locations.png (Import a customer list for single locations.png)

When opened, the system will work to map columns found in your file to available fields in Customer Feedback Centre including:

Nothing (skip)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/nNIZe7qvfM/Import%20a%20customer%20list%20for%20single%20locations%20-2%20V2.png (Import a customer list for single locations -2 V2)

Review the Belongs to: for each column found and adjust as needed. When completed, click Finish Adding Subscribers or cancel the import.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/SWEUWt2NYB/Import%20a%20customer%20list%20for%20multiple%20locations%20-3.png (Import a customer list for multiple locations -3.png)

Once your list has been uploaded and assigned, click Finish Adding Subscribers. Review the Importing Customers - Result and make note of any issues.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/bA7ov1ZSkG/Import%20a%20customer%20list%20for%20multiple%20locations%20-4.png (Import a customer list for multiple locations -4.png)

Imported Customers - Customers successfully added via the upload.

Duplicate Customers - Customers not imported because they already exist in the platform and/or have not met the Repeat Customer Feedback threshold.

Invalid Customers - Customers not imported because data was missing or incorrect. Likely data issues include:

Customer Feedback Centre will check for duplicate email addresses in your list – only the first occurrence will be imported.

Repeat customers will be uploaded if the Repeat Customer Feedback threshold has been met.

Click Close to be taken back to Customer Activity. New customers are now added.

Question 2

Import Customer List for Multiple Locations

Accepted Answer

To import customers to multiple locations follow these steps:

Log in to your Customer Feedback Centre account.

From the Business Dashboard go to Requests > Import Customers.

In the modal select Upload for multiple locations and click Continue.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/hhDnWy2R1w/Import%20a%20customer%20list%20for%20multiple%20locations.png (Import a customer list for multiple locations.png)

In Import Customers: Multiple Locations click Choose File to select your file and click Open. File must be .xls, .xlsx, or .csv file format, 3MB or less, and required fields include:

Business ID
First name
Last name
Email address OR mobile phone (if including Mobile Number, we recommend including the country code ie, +44....)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/PbvOyEdvi0/Import%20a%20customer%20list%20for%20multiple%20locations%20-2.png (Import a customer list for multiple locations -2.png)

When opened, the system will work to map columns found in your file to available fields in Customer Feedback Centre including:

Nothing (skip)
First Name
Last Name
Email
Mobile
Job ID
Custom ID
Preference
Tags
BusinessId
ExtraField

Review the Belongs to: for each column found and adjust as needed. When completed, click Finish Adding Subscribers or cancel the import.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/SWEUWt2NYB/Import%20a%20customer%20list%20for%20multiple%20locations%20-3.png (Import a customer list for multiple locations -3.png)

Once your list has been uploaded and assigned, click Finish Adding Subscribers. Review the Importing Customers - Result and make note of any issues -

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/bA7ov1ZSkG/Import%20a%20customer%20list%20for%20multiple%20locations%20-4.png (Import a customer list for multiple locations -4.png)

Imported Customers - Customers successfully added via the upload.

Duplicate Customers - Customers not imported because they already exist in the platform and/or have not met the Repeat Customer Feedback threshold.

Invalid Customers - Customers not imported because data was missing or incorrect. Likely data issues include:

PRO TIP:

Click Close to be taken back to Customer Activity. New customers are now added.

Import Customer List for a Single Location

Import Customer List for Multiple Locations

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