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. See: Import Customers from CSV.

• Optionally, you can download a pre-formatted CSV template to ensure your data conforms to the required structure:

  • customers_import_template.95c819f1.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, our page outlining the Management API endpoint for performing the equivalent action.