When setting up a new Vend system, customers can easily be imported as a CSV, XLX or XLXS file. This means you can transfer customers from an existing system (such as MYOB, Outlook or Sharepoint), by exporting them from that system as a spreadsheet, renaming the columns to match Vend, then importing the file directly into Vend.
- 'WALKIN' is the default system customer for all non-customer sales on Vend, and cannot be deleted
- If any of your customer fields have 'commas', they may break the import file if not properly 'enclosed' in quotes when creating a spreadsheet file
- For information about importing customer loyalty balance's check out this article here.
1. Creating your Customer
1. Create a customer file from your existing database:
If you are using MYOB, Outlook, Sharepoint or another system, you'll need to export your customers to a universal format that you can work with, such as an Excel spreadsheet or CSV file.
2. Create a sample customer in Vend:
If you are on a trial system, we recommend adding one or two test people to Vend manually, completing all the fields, which will populate your export file.
3. Export your Vend customers:
On the Customers page, click Export List, which will download any existing customers as a CSV. All files that are exported are in the format of a CSV file.
4. Merge customer data from your old system with Vend customer data:
Copy data from the matching columns in your old customer file (that you exported from Outlook or MYOB) into the Vend customer CSV export file ("First Name" -> first_name, "Last Name" -> last_name for example)
Important: Some of these customer fields are generated by sales activity in Vend and cannot be 'imported' through the file, including YTD Balance and Loyalty Points.
Once you have created your Vend customer, you'll need to import it into your store.
Vend's spreadsheet checker will look for some of the most common import errors in your file before it imports into your store.
How does it work?
Now, when you choose to import or update customers using a CSV, XLX or XLXS, your file will be put through our system so that Vend can run a quick check on your file. It will check for any formatting issues or errors such as column headings and mandatory fields and let you know if any of these errors are present in your file.
How do I do it?
To validate and import your customer file you must first navigate to the Vend Customer page in the sidebar. Once here, follow the steps below:
1. Click the Import Customers -> Import with a Spreadsheet.
2. On the Import Customers page, upload the file by either dragging and dropping it or click browse to search for and add the file.
3. As soon as you place your file here, Vend will immediately perform a quick error check. If the validation is successful move straight onto step 6, if Vend detects any errors, you will be taken to the error screen below.
4. At this stage, you'll be able to review the cause of this error and download a new version of your spreadsheet that includes notes of what to fix.
5. Once you've made any changes, remove any error notes from the CSV and reimport the file by either dragging and dropping it into the window or browsing for files again.
You may also receive warnings before importing. If your CSV contains an incorrectly formatted date of birth for example, you may receive a warning message. If you receive a warning message you can still proceed with the import but we recommend you make a note of the warnings you receive and fix them if necessary.
If you've received one of the following errors when trying to import your file, check out this information below:
If you see the screen below, the contents of the file you have tried to import may not be separated correctly. The best way to fix this up is to export an existing customer from Vend as a CSV and make sure you are following the same format in your new CSV. To find these steps click here or head back up to the top of this article. If you are still unable to upload the file correctly, get in touch with us here.
Please upload a valid file:
If you see the screen below, the file type you have tried to import may either be incorrect or corrupt. Double check that this file is a .csv, .xlsx or .xls file and reimport it.