Customers Import

importing customers from csv allows you to quickly upload customer data in bulk, saving time and ensuring consistency when managing customer information this page provides step by step instructions for using both the platform interface and the management api to import customer data importing customers via platform interface 1\ navigate to the customers import section open the customers menu in the sidebar and click the customers imports tab customers imports tab 2\ prepare your csv file populate your csv file with your license data there are other optional headers that can be included in this csv file for more detailed configurations, such as first name and last name optionally, you can click the download import template file button to download a pre formatted csv file this template ensures your data conforms to the required structure this template is also included below https //archbee doc uploads s3 amazonaws com/1qqvw4dswzp513jipu4f9 fbfypommkppqxnby5ydht 20241204 022545 csv 3\ upload your csv file drag and drop your prepared file into the upload area or click to browse and select your file the platform accepts csv files only csv upload area 4\ monitor the upload status once uploaded, the platform will validate your data and display the status in the imports list section if successful, the status will show as success otherwise, review the error messages, correct the data, and re upload imports list and status importing customers via management api for users looking to programmatically import customer data, the management api provides this functionality more information regarding this style of importing can be found at import customers from csv docid\ o xpenl n8n8dwqwre8pf , our page outlining the management api endpoint for performing the equivalent action