In order to prevent a failed import, you must make sure that your data is clean. This means that you must make sure that all data is valid and correct.
Important things to note
- If you do not have a value in the title column Commusoft will automatically use the first title in your list (located in settings).
- The date needs to be in the yyyy-mm-dd format, e.g 2016-04-21. If the format is incorrect or if you do not provide a date, the file will fail to import.
- You will need to edit your data and remove any commas. You can do this by using find and replace with a blank. This will ensure the correct alignment of your information and ensure your data conforms to CSV standard.
- It does not matter which order the information is provided in. When you import your data it will ask you to specify what each column is.
- It is important to check that the information you've uploaded has been correctly imported. Commusoft will not take any responsibility for the content and quality of any imported data.
- The import may take a few minutes depending on the size of your file.
- The import will fail if you use any of the following data, that is not already on Commusoft: Customer type, Title, Advertising type, Building type, Vacant Property, Service reminder names (1 and 2).
- The import will also fail if: There is no Surname or Company name, There is no Address line 1, the service date is entered in the wrong format, or an invalid email address is entered (eg: example@email@com, or <mailto:example@email.com>)
The excel spreadsheet can have the following columns as listed in the table below.
| Type | The type of customer you are importing. i.e Private customer, company, estate agent | Make sure that all are set up in settings. |
| Title* | This is the customer's title i.e. Mr, Mrs, Miss. | Make sure that all are set up in settings. |
| Name | The first name of the private customer | |
| Surname* | The surname of the private customer | Is a required field (or company name is required) |
| Company name* | The company name | Is a required field (or surname is required) |
| Address 1* | The first address line of the property | Is a required field, and must be unique |
| Address 2 | The second address line of the property | |
| Address 3 | The third address line of the property | |
| Town | Town where the property is located | |
| County | County where the property is located | |
| Postcode | Postcode of the property | |
| Telephone | Customer’s landline number | |
| Mobile | Customer’s mobile number | Must be a mobile number (valid for SMS use) |
| Customer’s email address | Must be a valid email address | |
| Advertising type | The type of advertising the customer used to 'find' you | Make sure that all are set up in settings. |
| Building type | The type of building the property is | Make sure that all are set up in settings. |
| Vacant property | Is the property vacant? | Yes/no |
| Accounting reference | The customer’s account number in your accounting software | |
| Service reminder name1 | The service reminder name | Make sure that all are set up in settings. |
| Service reminder date1 | The service reminder date | yyyy-mm-dd |
| Service reminder name2 | The service reminder name | Make sure that all are set up in settings. |
| Service reminder date2 | The service reminder date | yyyy-mm-dd |
| Notes | This is a general note |
When you have read and understood the above click here to import customers to Commusoft