Creating New Customers in Bulk Through Spreadsheet Imports

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 the customers section

  • Save your excel sheet as a .csv to ensure a successful import.
  • Click on the Customers  tab, on the left side of you screen.
  • Click on the downward arrow to start the import.
  • Drag and drop your Excel sheet in the Import customers box or click on browse your files to attach it from your computer files.
  • Wait for the import to be completed.
  • Click on Create import.

In the import section

  • Save your Excel sheet as a .csv to assure a successful import.
  • Click on your name, at the top right corner of your screen.
  • Click on Imports
  • Click on New import to start the import.
  • Click on Import customers.
  • Drag and drop your Excel sheet in the File box or click on browse your files to attach it from your computer files.
  • Wait for the import to be completed.
  • Click on Create import.

Create your import

If the first row of your Excel sheet contains the main titles of your columns, click on the checkbox at the top of your screen First row is the column's header. Kimoby will then use this information as titles, and not as customer information.

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

For all of your columns, you will need to identify and match your Excel file's information with Kimoby's attributes. 

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