Import your customers from Excel

If you already have a list — a spreadsheet, your paper cards, another system — you do not have to type it in.

Go to Customers → Import customers.

1. Press Download a sample file. Open it in Excel, delete the two example rows and write your customers below. Do not change the column headers: that is how we recognise each field.

2. Save it as CSV and upload it.

3. Choose which card to give them.

4. Press Check the file.

Before saving anything, we show you row by row what will happen. You see which are new, which you already had, and which columns we recognised. If something is wrong, pick another file — nothing has been touched.

Once you confirm, they are imported.

Importing is not consent. That is why nothing is sent to those people automatically, not even by email. When you finish you get a button per customer that opens your WhatsApp with their link ready, so you write to them yourself.