Importing and Exporting Customers


At the Loyverse POS app (Android, iOS), you can manually add customers to the system and edit them. But if you would like to change or add many customers, importing and exporting functions at the back office will be quicker and more convenient.

Enter the Back Office and open the 'Customers' menu.

the 'Customers’ menu at the Back office

There are ‘Import’ and ‘Export’ buttons at the top of the customers' list.

Import and Export buttons at the top of the customers’ list

Click on the ‘Export’ button to download all of your contacts. Confirm the download dialog, and save the file to your computer.

Now you can open your file, edit the customer list, and import it back to the system.

Exported CSV file

During the editing process, remember that the main identifier of your client is by their email address. There should not be different clients with the same email address.

If you want to import the list of new customers, go to ‘Import’ and click the link, ‘Download template file’.

Download template file

Open your template file and fill up new customer information in the specified columns. If you are missing some information, you may leave the cell blank. Do not delete the column names from the first row or change their place.

template file

After the file of new customers has been made, you can save and import it at the ‘Import customers’ window by dragging and dropping it into the selected area or by selecting it on your computer through the link. The import will start after clicking on the ‘Upload’ button.

Upload button.

Then, the confirmation window will appear with a short report and warning signs.

 short report

After confirming, the customer base will be renewed with the added customers or any changes to existing ones.  

See also:

How to Work with Customer Base in the Back Office

How to See the Purchase History of Registered Customers