Bulk Import & Export Customers

TABLE OF CONTENTS

• How to Import new customer(s) data
• How to Export customer(s) data

In this article, we will cover:

• How to Import new customer(s) data.
• How to Export customer(s) data.
  
  

How to Import new customer(s) data

Consider the following customer profile which is not showing any customer record before import.

To import customer data directly from a CSV file instead of manually adding each customer record:

Step 1: Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the left and click on the Import tab.

Step 3: On the pop-up window, set Data Type to Customers and click on the Download Template button.

Step 4: After downloading the CSV file, open it > Read the instructions > Scroll down > Fill customer data in the columns under relevant fields like:

Step 5: Enter all the details in relevant fields like:

• Name: The name of the customer                                              
• Category: The category in which the customer belongs. If the category is already created then the customer will get tagged, else a new category will be created.
• Email: Email address of the customer
• Phone: Customer contact number
• Balance Type (Payable or Receivable)

Note: Opening balance is the existing balance of the customer - if you want to collect an amount from the customer (net receivable) then enter a positive amount (e.g. 5000). Else, If you have to pay the customer (net payable), enter a negative amount (e.g. -5000).

• Billing Address
  • Billing Address Line 1: The line number 1 of the customer billing address
  • Billing Address Line 2: The line number 2 of the customer billing address
  • Billing Address Line 3: The line number 3 of the customer billing address
  • Billing Address Line 4: The line number 4 of the customer billing address
  • Billing City: The customer billing city                                       
  • Billing State: The customer billing state                                     
  • Billing Country: The customer billing country                                        
• Shipping Address
  • Shipping Address Line 1: The line number 1 of the customer shipping address
  • Shipping Address Line 2: The line number 2 of the customer shipping address
  • Shipping Address Line 3: The line number 3 of the customer shipping address
  • Shipping Address Line 4: The line number 4 of the customer shipping address
  • Shipping City: The customer shipping city                                             
  • Shipping State: The customer shipping state
  • Shipping Country: The customer shipping country
    
    

You can also create this table in Google Sheets. Don’t forget to download the Google Sheets file as CSV. (File > Download > Comma Separated Values - CSV)

Note: Please do not eliminate the # sign in the attributes row as shown below or the values in the first row will be imported as customer data resulting in data discrepancy

Step 5: After setting up your customer data in CSV file format. Select the file and upload it. (Make sure your Data Type is set to Customers)

Step 6: To check whether the import is completed successfully, hover your cursor to the flyout menu on the left > Click on Sales > In the drop-down menu, click on Customers. You will get your imported customer data in the customer profile which was initially empty.

How to Export customer(s) data

To export your customer data to your system:

Step 1: Log in to the Asaan Retail portal.

Step 2: Hover your cursor to the flyout menu on the left and click on the ‘Export’ tab.

Step 3: In the pop-up window, set Data Type to ‘Customers’ and click on the ‘Download’ button.