¶ Customer Import
Prepare a csv file with a column for each one of the fields you want to import.
The mandatory fields for customers are: first name, last name, email, country, address, Zip and an identifier that must be a unique field to be used later to map subscribers to customers.
For example:
To do the customer import click on the Import button on the top right of the customer screen:
This will open a pop-up - choose customer and then the csv file and pick the delimiter:
Click Next and you will get to the mapping screen.
In the mapping screen you appoint each to a field:
If you added any custom fields then they will appear at the bottom of the screen.
The next screen will show you a preview based on the first line in the csv
After clicking Confirm and Import you will see the new customers in the system:
¶ Subscriber Import
The subscriber import is very similar to the customer import.
The mandatory fields are first name, last name, plan and address. For the plan you use the “key” field of the plan from BillRun.
In the mapping field you establish a link to the customers to a unique custom field.
If one does not exist then the import ID option will be available which is the same import ID you used for the customer import:
