Bulk Importing Customers

What is bulk importing of customers?

If you have customers in another system or spreadsheet that you wish to import to vWork, you can bulk import them into the app using a CSV file.

You can also Bulk import your customers from an integration like Xero, Salesforce or QuickBooks online. 

Why should I bulk import customers?

Save time and energy adding your customers and import them quickly into vWork. 

How do I bulk import customers?

1. Create a CSV for Import

You can bulk import jobs into vWork if you have the information saved as a CSV file. (You can save Excel spreadsheets as CSV files.)

Mote: mobile numbers must have no spaces and be in this format:
+country,prefix,number.  Eg: +4407911123456,  +61412345678 or +6421345678

2. Upload Your CSV

To upload your CSV file, go to the Customer tab and select Import.

Select your CSV file, choose if your columns have headings, and then click Start Matching.

 

3. Match Your CSV Fields to your Chosen Customer fields

You can match as many fields as you want from your CSV file: drag your imported field from the left-hand column to the corresponding customer field on the right.

You will only import the fields that you have matched.  



4. Accept and import.

When you have mapped all the fields you want to import, click Submit.  You will see a confirmation dialog. Click Accept when you are sure you have selected the correct information to import.

 

Note

  • You will receive an email from vWork confirming the customer import, this will also list any missed customers or formatting issues.
  • Bulk imported addresses are not geocoded. There is more information about this here.
  • Mobile numbers must be formatted correctly. eg. +4407911123456 (+country,prefix,number. no spaces)

   

Don't Forget the API...

We also have a full API available if you wish to look at automating this process. All of the API information can be found here.



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