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Venue Account Owners can import customer data from an Excel spreadsheet. This is useful for loading customer data in bulk, or to migrate data from your old booking system.
To access the Import function, choose Customers from the main navigation bar at the top of the page, then click the Import button. (Note: only the Venue Account Owner can import data. If you do not see the Import button, you should contact your Venue Account Owner and ask them to perform the import for you)
You need to prepare your data in a spreadsheet prior to import. The spreadsheet should have a single worksheet (tab) only, and must be saved as a .XLSX or .XLS file.
The first row of the spreadsheet is for column headers. These must be as shown in the table below. The remaining rows contain the data for your customers – one row for each customer. You are allowed to import up to 100 customers at once – if you need to import more, please split your data across multiple spreadsheets.
The spreadsheet should have the following columns. You will notice that these are the same fields as you complete when adding a New Customer manually.
Any additional columns in your spreadsheet, or columns with different heading names, are ignored.
Here is an example spreadsheet containing 3 customers. This example assumes that an additional Price List called “Residents Discount” has been set up prior to import.
Once you have prepared your spreadsheet, use the Browse button on the Import Customers page to load the spreadsheet then press the Import File button.
If there are any errors in your data, these will be displayed on the screen. Please go back to your spreadsheet and correct the errors, then try again.
Finally, if you get stuck or you need help in any way, please do not hesitate to contact our Support Team, attaching your data file for their information.