Customers Import Template
In TapGoods PRO, all users have the opportunity to streamline uploading Contacts to the platform by bulk Importing Contacts. For users who would like to bulk import their Contacts, the team at TapGoods has developed Templates for Customers, Companies, and Venues that will translate seamlessly into TapGoods PRO. Downloading Batch Import Templates for Customers can be done on the Customers page of TapGoods PRO.
To download a Customers Template for Bulk Import, follow the steps listed below.
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Navigate to the Customers page, which is located under Contacts on the platform dashboard.
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Click the Ellipses [...].
- Select Import Customer.
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Click See Example Customers CSV. This will launch a download of the Customers Template.
When downloaded, the Template will have sample data populated in each column. To utilize the Template, simply delete the test data and replace it with the first Customer you would like to Import.
**NOTE: Do not alter the columns in this document in any way. If you rename columns or add additional columns, the import will fail.**
Each column on the Template is a piece of data that will directly Import to TapGoods PRO; NEVER alter the pre-set columns in the Template. All of the columns available to fill out in this CSV Template are listed below:
-Customer ID: If you downloaded a CSV Template for the first time, this column is blank and should not be edited. Customer IDs are assigned to Customers once you import them to TapGoods PRO. When you Export Customers from the platform, the Customer IDs will populate in this column.
-First Name: The Customer’s first name.
-Last Name: The Customer’s last name.
-Office: The office phone number used to contact the Customer.
-Cell: The cell phone number used to contact the Customer.
-Fax: The fax number used to contact the Customer.
-Email Address: The email address used to contact the Customer.
-Street Address: The street address of the Customer.
-APT #: If applicable, the Unit that the Customer is located in. This may be an apartment or building.
-City: The city that the Customer is located in.
-State: The state that the Customer is located in.
-Postal Code: The postal code that the Customer is located in.
-Country: The country that the Customer is located in.
If you do not have a piece of data to input into a cell, simply leave it blank. While there are no required fields to import a Customer to TapGoods PRO, it is important to fill out the Template in as much detail as possible to ensure efficiency when creating Orders for Customers.
**Note: If you do not fill out the First Name and Last Name, the Customer will import as No First No Last**
Once you have filled out your Template, you are ready to Batch Import Customers to TapGoods PRO!