No worries if you have a lot of customers records to import into the system in one shot, this tutorial is to assist you step by step on how to get your customers records added into the system in just a minute!

NOTE

1. This function is currently a Beta feature.

2. Please make sure every email being imported is unique (including the ones already existed in the system), this is to ensure all customers of the respective business are having different and unique emails for processing.

Step by step tutorial to import customers data with Excel file

1. Proceed to Import Data located at the side menu.

2. Download the sample Excel file by clicking on the Download Sample button. The sample Excel file contains sample data for you to modify according to your needs.

3. Select or drag and drop your modified excel file into the field area.

4. Click Import button to import your data into the system.

Guidelines on the Excel file fields

1. name - customer's name
2. company_name - customer's company name (optional)
3. email - customer's email, should be unique across your customers
4. password - optional
5. mobile - customer's contact number
6. country - customer's residing country, should be full name of the country with first letter capitalized, for example: Malaysia
7. currency - 3 letter currency code, for example: MYR
8. vat_id - customer's TIN number, which refers to the income tax number found in MyTax portal
9. reg_no - customer's business registration number, could leave it empty or fill in "NA" if registration number is not available
10. id_no - customer's NRIC number
11. passport - customer's passport number
12. city - customer's residing city
13. state - customer's residing state, should be full name of the state with first letter capitalized, for example: Perak, Johor, Selangor...
14. zip - postcode
15. address - customer's residing address
16. remarks - optional
17. validate_type - determine whether customer's TIN number should be validated via: NRIC, BRN or PASSPORT. NOTE that only 3 types of values are accepted: NRIC, BRN or PASSPORT.

NRIC: IC Number
BRN: Business Registration Number
PASSPORT: Passport Number