Search our Help.

  1. Unleashed Support
  2. Get Started
  3. Import Data

Import Customers

Follow

Before you begin

Import Customers

Import Delivery Addresses

Import Customer Contacts

Import Customer Pricing

Export Customers

Using the CSV templates available in Unleashed create and update Customer records and pricing in bulk. 

From Unleashed's main menu, go to Customers and select Import/Export, here you'll see a tab per available import option for Customers:

  • Customers
  • Delivery Addresses
  • Customer Contacts
  • Customer Pricing 

 

Within each tab you'll see a "Download" button specific to the tab's data set, e.g. "Download Customers Template File". This button will download a blank CSV template which you'll use to upload new or updated Customer details to. When uploading a template to Unleashed, you must upload it to the appropriate tab on the Import/Export page. If a template is not uploaded through the matching tab the import will fail.

Click on the green "Export" dropdown menu in the Import/Export page to download a CSV template pre-populated with the Unleashed's existing customer details. This exported template can be edited and uploaded back in to Unleashed to efficiently update existing records in bulk. Similarly, it's a useful tool for obtaining a hard copy of your Customer details.

Before you begin

Prior to uploading an import template to Unleashed, read the following articles detailing best practices for using Unleashed's Import functions: 

Upon each import, a notification will be displayed in the banner at the top of your Unleashed page to confirm the upload is in progress:

  • Orange circle: In progress
  • Red cross: Import failed or had errors.
  • Green tick: Import completed successfully. 

If the import has completed successfully, the Customer details in Unleashed will update accordingly. If the import was not successful, any errors found will be listed in the notification tab and a summary will be emailed to your user email. 

WARNING: Import templates that have been uploaded to Unleashed cannot be stopped, reversed or cancelled. Any changes made from an import will replace the previously saved data. We recommend saving an original export prior to importing any updates as a back-up. 

Import Customers

To update or create new Customers in Unleashed:

  1. From Unleashed's main menu, go to Customers and select "Import/Export".
  1. Select the "Customers" tab.
  2. Click "Download Customers Template File" and a blank Customer CSV template will be downloaded. 
  3. Enter the new/existing Customer's data into the template. 
    For field definitions, see Import Customers field definitions. 
  4. Save the file in CSV format.
  5. Return to Unleashed's Customer Import/Export's Customers tab and use the "upload" space to import the CSV file. 

Import Delivery Addresses

Add or update multiple delivery addresses for multiple Customers: . 

  1. From Unleashed's main menu, go to Customers and select "Import/Export".
  2. Select the "Delivery Addresses" tab.
  3. Click "Download Delivery Address Template File" and a blank Delivery Addresses CSV template will be downloaded. 
  4. Enter the new/existing Delivery Address per customer into the template. Ensure that you specify the "Delivery Address Name" for each address.
    For field definitions, see Import Delivery Address field definitions.
  5. Save the file in CSV format.
  6. Return to Unleashed's Customer Import/Export's Delivery Addresses tab and use the "upload" space to import the CSV file. 

Import Customer Contacts

To update or create new Contacts for multiple Customers in Unleashed:

  1. From Unleashed's main menu, go to Customers and select "Import/Export".
  1. Select the "Customer Contacts" tab.
  2. Click "Download Customer Contacts Template File" and a blank Customer Contacts CSV template will be downloaded. 
  3. Enter the new/existing Customer's contact into the template. Ensure that you enter a unique combination for the First Name + Last Name for the customer contact. If the First Name + Last Name combination already exists, then the existing contact will be updated.
    For field definitions, see Import Customer Contacts field definitions.
  4. Save the file in CSV format.
  5. Return to Unleashed's Customer Import/Export's Customer Contacts tab and use the "upload" space to import the CSV file. 

If you have integrated with an accounting provider (e.g. Xero or Quickbooks), you must specify an email address for the default customer contact.

Import Customer Pricing

If you're using customer specific pricing (see Customer Pricing) for your sellable products, update or add new prices for multiple Customers at once:

  1. From Unleashed's main menu, go to Customers and select "Import/Export".
  1. Select the "Customers" tab.
  2. Click "Download Customer Pricing Template File" and a blank Customer Pricing CSV template will be downloaded. 
  3. Enter the new/existing Customer Pricing data into the template. 
    NOTE: The Customer and Product (or Product Group) must currently exist in Unleashed. 
    For field definitions, see Import Customer Pricing field definitions.
  4. Save the file in CSV format.
  5. Return to Unleashed's Customer Import/Export's Customer Pricing tab and use the "upload" space to import the CSV file. 

NOTE: ON AVERAGE, THIS PROCESS TAKES 75 MINUTES TO PROCESS 10,000 ROWS

Updating Customer Pricing

Existing Customer Pricing will update using the Customer Pricing template if all the following conditions are true:

  • The CSV row specifies the CustomerCode and ProductCode.

  • The CSV row does not specify any of Product Group, MinimumQuantity, ValidFrom, and ValidTo.

If the above condition is met, then the following field values will be updated from their respective CSV columns:

  • PriceType (ie. IsFixedPrice, IsDiscount)

  • Price/DiscountValue

  • Comments

  • Obsolete

  • ShowDiscount

  • DiscountFrom (ie. SellPriceTier or DefaultSellPrice)

Updating Customer Pricing for all customers

If you want to update the customer pricing for all customers, you must delete all existing customer prices and then re-import. The reason for this is that individual customer prices cannot be identified and must therefore be re-introduced.
NOTE: Make sure that you have exported the existing details for reference before you delete all customer prices.

  1. From the main menu, go to Customers, Import/Export and select the "Customer Pricing" tab. 
  2. Select the red "Delete All Customer Prices" button.
  3. All Customer Pricing set in each Customer record will be deleted. 

Export Customers

You can export all current Customers, Delivery Addresses, Customer Contacts, or Customer Pricing in Unleashed to a CSV file using the following steps:

  1. From Unleashed's main menu, go to Customers and select "Import/Export".
  2. In the top right corner, select the "Export" drop down menu. 
  3. Select either:
    • Customers
    • Delivery Addresses
    • Customer Contacts 
    • Customer Pricing.
  4. A CSV file is generated with the selected details populated from Unleashed.

The customer pricing export will retrieve details for ALL customers. If you want customer pricing details only for a specific customer, you must use the Export button on the Customer record, in it's Customer Pricing tab.

Was this article helpful?
0 out of 1 found this helpful