To import your existing customer data into Zoey, you must format your files properly. This tutorial will tell you what attributes you need to include in order to successfully import a file.
The file that you upload must be in CSV (Comma Delimited) (*.csv) format.
Please use the Guide for instructions on what each column header means and required fields.
Please Save a Copy of this template below.
The Template will have 2 Tabs:
- Guide - This tab will provide requirements and tips for each column in the template.
- Blank Template - This tab will only contain the column headers for you to copy/paste your data into.
Step 1: Prepare your file for import
Save Your File as a Comma Delimited CSV
If using Excel there are several CSV options. Please use CSV (Comma Delimited) (*.csv)
Google Sheets only has one CSV option: Comma Separated Values (csv)
Step 2: Click on the Importer Icon, to the right of the Search bar and Bulk Actions.
From here you can upload your file, use the Append Import behavior.
If you get any error messages, don't panic! This is normal and common. Please fix the field(s) on the line(s) stated in the message and reimport your file.
When there are no import errors, click Import
If updating or re-importing Accounts, please use the Replace import behavior
If address columns exist in the spreadsheet, Append might duplicate any addresses that have already been imported.
Zoey has separate, smaller, import templates when you only want to add Contacts, Bill Tos or Ship Tos to existing Accounts!
Updated about 1 month ago