Importing and Exporting Customer Lists

Importing and Exporting Customer Lists

RepairDesk allows you to efficiently manage your customer database by exporting customer lists in one click and importing multiple customers in bulk using a CSV file. This guide provides step-by-step instructions on how to import and export customer data, along with FAQs to address common concerns.

How to Import Customer Data

Follow these steps to import customer data into RepairDesk:

1

Go to Customer > Manage Customer and from the Import/ Export dropdown menu, tap Import.

Import Step 1
2

Tap Download Sample File to get a template.

Download Sample File
3

Open the sample CSV file and enter customer details, ensuring they match the required format.

  • Make sure all mandatory fields (Customer Name, Email, and Phone Number) are properly entered.
  • Other supported fields: Code, First Name, Last Name, Email, Phone, Mobile, Address, Post Code, City, State, Country, Organization, Driving License
    • Customer Data Entry
    4

    Click Choose File to upload the CSV file, then tap Upload & Next to initiate import.

    Upload CSV File
    5

    Map the records, review the data, and tap Confirm to complete the process.


    How to Export Customer Data

    Follow these steps to export customer data from RepairDesk:

    1

    Go to Customer > Manage Customer and from the Import/ Export dropdown, tap Export.

    Export Customers
    2

    RepairDesk will generate a CSV file with all customer details for download.

    Exported CSV File

    FAQs

    Can I export only specific customers?
    Yes, you can apply filters (e.g., customer groups, active/inactive status) before exporting.
    Can I see a log of previous customer exports?
    Yes, go to Reports Dropdown → Employee Reports → Export Logs to track past exports.
    Q. Is there a limit on how many customers I can export at once?
    No, you can export your entire customer database.
    Can I update existing customers through import?
    Yes, if a customer with the same email or phone number already exists, RepairDesk will update their details instead of creating a duplicate.
    Can I import customers with multiple phone numbers?
    Yes, include multiple phone numbers in the respective column.
    Can I bulk-delete customers after import?
    No, bulk deletion is not supported. Customers must be deleted individually.
    Will customers receive notifications after import?
    No, importing does not trigger any email or SMS notifications.
    What should I do if my imported customers are not appearing?

    Ensure:

    • The CSV file is formatted correctly.
    • No required fields are missing.
    • The Customers module is refreshed.
    Can I import customers from another POS system?
    Yes, as long as the data is formatted to match the RepairDesk CSV template.
    Can I import customers with multiple locations?
    Yes, specify each location under the Customer Location column.