Create Customers by Mass Upload

The customer Mass Upload feature is designed to let you create new customers en-masse within the database. In addition to that, if you've already downloaded the customer Mass Download spreadsheet the Customer Mass Upload will let you update the sheet along with any modifications that have been made.

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Adding customers using the Mass Upload template

To add customers using the Mass Upload template you will need to use the following process:

• Download the template from Retail Express
• Add your customer data to the template
• Upload the template into Retail Express

Click on the headings below for detailed information on each step. 

Download the Excel template

Downloading the Customer Mass Upload Excel Template downloads a blank file ready for adding new customers. 

Tip: To update existing customers en-masse (downloading the details into an Excel file for modification) refer to the Customers - Edit Customers by Mass Download article

To download the Customer Mass Upload template:

1. Log into Retail Express
2. Navigate to CRM > Customers Mass Upload
   
   
   
   
3. Select the File Format depending on the version of Excel you're using
4. Click Get Excel Template 

The template will be downloaded to your computer.

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Adding Customers to the Excel Upload Template

To add your customers to the Excel Upload Template:

1. Open the file downloaded in the previous step
2. Click Enable Editing to unlock the file so you can make changes
3. Information on each field can be found in row 7 and 8 i.e. the type of values it accepts and the character limit
4. Enter the details for your customers as required
   
   Note: To create a new customer successfully ensure the FirstName and Surname fields are populated and the Customer UID and Customer Number fields are blank
5. Save the file
   
   Note: Make a note of the location of the file as you will need to find this file in the next section)

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Proceed to the next section for information on uploading the file.

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Upload the Excel template (update customers)

To upload the Customer Mass Upload Template file:

1. Log into Retail Express
2. Navigate to CRM > Customer Mass Upload
   
3. Click the Upload Excel tab
   
4. Click Browse for File
5. Navigate to where you saved the file and click Open
6. Click Upload
7. A progress bar will be shown while the upload is processed
8. The system will advise when completed

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Frequently Asked Questions

Illegal characters causing the upload to fail

Errors with the upload are commonly related to special characters such as question marks, comma's, dollar signs and other special characters. These are not accepted within customer creation and need to be removed before re-attempting the upload process.