Warning: This process is intended to import new customers. Some of the fields in the attached template will apply updates to existing customers and others do not.
if you are intending to use this process to update existing customers please check with support before doing so.
Export the attached CSV template and enter the required details.
Important: Do not alter, remove or add any of the column headers. Roundsman is hard-coded to look for those specific columns when the file is imported.
Note: some of the fields in the template have to be in a certain format:
Start Date - has to be in DD/MM/YYYY format
Monday - has to be blank or a numeric value
Tuesday - has to be blank or a numeric value
Wednesday - has to be blank or a numeric value
Thursday - has to be blank or a numeric value
Friday - has to be blank or a numeric value
Saturday - has to be blank or a numeric value
Sunday - has to be blank or a numeric value
Once you have filled in the template:
Click on the Customers Tab
Imports
Import Customers
📌Note: If it is the first time you have used this import, suggest you add just one or two customers as a test first.