Importing customers: Cleaning your data

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)
Email 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 (only required if you have signed up to our accounting interface)  
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