Customer CSV Imports

Your employee role must have the Customer CSV Imports, View Dashboard, and Operations permissions to use this feature. See "Roles & Permissions" for more information.

On the Customers Hub or on the Company tab of Admin Setup, you can import a spreadsheet (.csv format) of customer data to create a set of customer records.

Import customers

Note: To access Customer CSV Imports on the Customer Hub, make sure your Operations indicator is turned on.

Download or create a customer import spreadsheet by clicking DOWNLOAD CSV TEMPLATE in the Customer CSV Imports section, or click here to download a CSV template with field lengths, formatting guidelines, and examples included in the comments. See "Customer Import Requirements" for information on data requirements.

In the Customer CSV Imports tool, drag and drop a file to upload or click .
A preview of the import is displayed. If any problems are encountered during the import process, they are listed.
If the information is correct, click CONTINUE WITH IMPORT. The import file is marked as Processing (). (You can click REFRESH at any time to refresh the status of an import.) When successful, it is marked as Complete () and the customer records are created in your current location.

If a failure occurs, it is marked as Failed () and you can click DOWNLOAD ERRORS to download a CSV file containing error descriptions for the failed records in the Message column.

Troubleshoot common errors:

Review the "Customer Import Requirements" for information on data requirements, such as field length and accepted values.

Import error:	What to do:
Duplicate records. If another customer record with the same first name, last name, driver's license number, and driver's license state already exists, a message is displayed and the duplicate customer record is not imported.	Re-upload the duplicate record, but make sure "True" is entered in the OverrideDuplicate column. This will update the existing customer record with the new one.
Improper headers. "Import file does not contain the required headers".	All columns in the template, including optional columns, must be present in the header row of the spreadsheet. Make sure your spreadsheet has the proper column headers.
Customer with matching license information already exists.	Re-upload the duplicate record, but make sure the customer's driver's license number, state and expiration don't already exist in the system. Or, enter 'TRUE' in the optional OverrideDuplicate field if you want any existing customer record with the same first name, last name, driver license number, or driver's license state to be updated with the new imported one.

Customer Import Requirements

File Format

Whether you are planning to create your own import spreadsheet or use the template provided in the application, the file must conform to the following requirements:

The import spreadsheet must be a comma-delimited file (CSV).
All columns listed in the table below, including optional columns, must be present in the header row of the spreadsheet. Required columns must contain data; optional columns may be empty.

File Contents

Column Name (Bold = Required)	Description & Format Requirements	Maximum Length
FirstName	Customer's first name (e.g., John)	40
OverrideDuplicate	True or False; enter 'True' if you want any existing customer record with the same first name, last name, driver license number, or drive license state to be updated with the new imported one. (If left blank, defaults to False.)	40
LastName	Customer's last name (e.g., SMITH)	40
MiddleName	Customer's middle name (e.g., MATTHEW).	40
DateOfBirth	Customer's date of birth; mm/dd/yyyy or mm.dd.yyyy format (e.g., 03/20/1981). (If blank, defaults to 1900-01-01.)	40
DriversLicenseNumber	Customer's driver's license number (e.g., 12345679).	20
DriversLicenseState	State abbreviation of the driver's license (e.g., MA).	2
DriversLicenseExpires	Driver's license expiration date; mm/dd/yyyy or mm.dd.yyyy format (e.g., 03/20/2024). (If blank, defaults to 1980-01-01.)	30
CellPhone	Customer's mobile phone number, beginning with the digits 2 through 9 (e.g., 978-555-1234).	10
CellPhoneCallingCode	Country calling code for the customer's mobile phone number (e.g., 1 for the U.S.).	10
AllowText	True or False; enter "True" to allow the customer's mobile phone to receive text message notifications, for a future feature - stay tuned! (If blank, defaults to False.)	10
Street1	Street 1 of customer's address (e.g., 123 MAIN STREET).	50
Street2	Street 2 of customer's address (e.g., APARTMENT 2).	50
City	City of customer's address (e.g., NORTH ANDOVER).	50
State	2-digit state abbreviation of the customer's address (e.g., MA).	2
ZipCode	Zip Code / Postal Code of customer's address (e.g., 01875).	20
Country	Country of customer's address (e.g., USA). (If blank, defaults to USA)	50
Email	Customer's email address (e.g., JSMITH@EMAIL.COM).	50
HomePhone	Customer's home phone number, beginning with the digits 2 through 9 (e.g., 978-555-1234).	10
HomePhoneCallingCode	Country calling code for the home phone number (e.g., 1 for U.S.).	10
WorkPhone	Customer's work phone number, beginning with the digits 2 through 9 (e.g., 978-555-1234).	10
WorkPhoneCallingCode	Country calling code for the work phone number (e.g., 1 for U.S.).	10
AlternatePhone	An alternate phone number for the customer, beginning with the digits 2 through 9 (e.g., 978-555-1234).	10
AlternatePhoneCallingCode	Country calling code for the alternate phone number (e.g., 1 for U.S.).	10
InsurancePolicyNumber	Customer's automobile insurance policy number (e.g., LIB12345).	20
InsurancePolicyExpiration	Expiration Date of customer's insurance policy in mm/dd/yyyy or mm.dd.yyyy format (e.g., 04/14/2024). (If blank, defaults to 1980-01-01)	30
InsuranceAgent	Insurance agent.	50
InsuranceAgentPhone	Insurance agent's phone number.	10
InsuranceCarrier	Name of insurance carrier (e.g., LIBERTY MUTUAL).	50