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Guided
Import customers from CSV/Excel
Steps to follow
- 1On the "Customers" page, click the "Import" button to open the import panel.
- 2Read the "Non-marketable customers" warning: rows without consent are imported but stay excluded from email and SMS campaigns.
- 3In the "Source" field, choose your file's origin ("Suzzy", "TheFork", "Zenchef" or "Custom").
- 4Select your CSV or Excel file in the "File" field: a preview of the detected rows appears.
- 5Check the summary badges ("marketing OK", "non-marketable", "invalid") and review each row in the preview table.
- 6Click "Import customers" to start the import, then follow the progress bar until it completes.