How do I import and export customers in Fixably?
Fixably provides an import and export feature to allow administrators to manage customer lists quickly.
Written by Annukka Matilainen
Updated at September 26th, 2024
Table of Contents
Importing Customers
- From the Navigation Sidebar, select Users and then click Customers.
- Click Customer Import to open the Import panel.
- Click the Document Icon and select your import file. Import files must be formatted correctly in a single Microsoft Excel or CSV file sheet. For CSV files, select the appropriate CSV delimiter.
- An example CSV file can be downloaded along with a list of all of the fields available for import.
- Click Submit to begin the import.
Large imports can take several minutes to complete. All import files must be less than 3000 lines to import successfully.
Exporting Customers
- From the Navigation Sidebar, select Users and then click Customers.
- To export your existing customer database, select one of the following:
All Customers Export - download a CSV file of all customer records in Fixably
CSV Export - download a CSV file of the customer records on the current page.