Creating New Customers in Bulk by Importing Spreadsheets

Make sure your Excel sheet is clean before starting the import:

  • No empty or extra rows and columns
  • One value per cell
  • No main titles at the top of the excel sheet, except for the column titles

You can import a list of customers from an Excel sheet into Kimoby.

In Customers 

  1. Save your excel sheet as a .csv for the best results. 
  2. Click on the Customers tab on the left side of your screen.
  3. Click on the arrow button beside New customer
  4. Drag and drop your Excel sheet in the Import customers box or click on browse your files. 
  5. Wait until the import is complete. 
  6. Click on Create import.

In Import 

  1. Save your excel sheet as a .csv for the best results.
  2. Click on your name at the top right corner of your screen.
  3. Click on Imports
  4. Click on New import to start the import.
  5. Click on Import customers.
  6. Drag and drop your Excel sheet in the Import customers box or click on browse your files.
  7. Wait until the import is complete. 
  8. Click on Create import.

Creating your import 

If the first row of your Excel sheet contains the main titles of your columns, click on the checkbox First row is the column's header located on the upper section of your screen.

Kimoby will then use this information as titles, and not as customer information.

As soon as you create your import you will be redirected to your import's page. 

For each column, you will need to identify and match your Excel file's information with Kimoby attributes. 

  1. Click on the Belongs to drop-down menu, on the right of each column.
  2. Choose the category for each column. 
  3. You can add a category by clicking on New string, if the title of your column is not in the drop-down menu.
  4. Write the attribute's name in the box right under New string.
  5. You can skip a column in the dropdown menu by selecting Skip this column. Kimoby will then discard that information from your group.
  6. Click on Import
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