Open Customers, press More actions, then Import customers. You need Edit or erase customer details, which owners and managers have.
People are matched on email, so nobody is added twice, and details you already hold are never overwritten.
1. Choose the file
A CSV file with a header row and an email column. Export it from a spreadsheet or your old ticketing platform. The screen shows the file's name and how many rows it has.
2. Check the columns
Floorful guesses which column is which from the header row: Email, Name, Phone, Tags and Language. Change any that are wrong, or choose Not in this file for one you do not have. The email column is required.
- Phone: a number that is not valid is left out, and the rest of the row is still imported.
- Tags: separate several with commas.
- Language: a language code such as
enores, for the emails they get.
A preview under the columns shows the first rows as they will be read.
3. Marketing
Tick Everyone on this list agreed to receive news and offers from your venue, and we can show how they agreed only if that is true. They then become emailable, and this statement is recorded against each of them, with your name, as the source of their consent.
Leave it unticked if you are not sure. They are still added as customers, and they will only be emailed once they say yes themselves at checkout.
Anyone who has unsubscribed stays unsubscribed either way.
Import
Press Import with the number of rows. Large files are imported in parts, and the button counts them as it goes.
When it is done, it says how many were new, how many were already known, how many are now emailable and how many were not imported. Rows that were not imported are listed with the reason, such as No valid email address, or Erased at their request for someone you erased before.