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Guided

Import customers from CSV/Excel

Steps to follow

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