The minimum requirement for importing customers from CSV is the 'Manage Customers' permission enabled in your global access level.
You can get customers stored as a CSV file imported to Birdview using a wizard.
To be imported to Birdview, a customer data containing CSV file should have values in their respective places and separated by a list separator (default is a comma). An example of CSV file fields:
- Company Name
- Is Enabled
- Address
- Hourly Rate
A portion of a source CSV file might look like this:
Company name,Is Enabled,Address,Hourly rate,Description
Enigma Inc.,yes,"1000 Some Street, City, Country",50,
Phantom Inc.,no,,0,Promising customer
As you can see, the first line contains the names of fields the values correspond to. Whilst it is useful for some purposes, it may wreak havoc during import. For this reason, you will have the option to skip the first line while importing data from a CSV file.
Import a list of customers
To import a list of customers, follow these steps:
- Go to Activity Center | More actions (
) | Import from CSV.
- Select Customers from the 'Import list of' drop-down list.
- Once in the Import customers screen, click Choose file, and find the source CSV file.
- Select a list separator.
- Select the Skip first line of the file checkbox (refer to the second note above) if required.
- Click Next.
- Perform field mapping, i.e. link fields of the customers being imported with BV ones. Use Add fields to get new fields to map.
- Click Import.
You will get a message ‘Import completed. X records were imported successfully.’ if import has been successful.