⬇️Import customers
Overview
The customer import feature allows you to bulk import customer data into the system at once. For example, data originally in an Excel sheet or exported from another system can be quickly transferred to FIRST LINE using this feature.
Template Management
You can access the list import feature by clicking "Customer Import" under the "Customer" category in "Applications" to enter the import management page.
The import management page contains "Import Templates", "Import Records", and an "Add Import" button.
Import Templates: Before importing, you need to add a corresponding template for the import file to define the file's fields. After the initial setup, subsequent imports will be more convenient while maintaining high extensibility and collaborative operation.
Import Records: Each import is recorded in detail, including start time, end time, number of successes, and even the original file is saved, making it easier for you to manage the provenance of the list.
Add Import Button: Clicking it will enter the setup screen; the following will describe the related content in more detail.
Add Template
Basic Information
Template Name: Required field used to identify the import template in use. You can name it based on the list source or field content, such as XX Bank List, Online Shopping Member List, etc., to help operators recognize it.
Description: Additional supplementary template information; this field will also be displayed in the template list to help identification.
Matching Conditions
You can add conditions in "Matching Conditions" to determine whether a customer is a duplicate. When the system finds the same customer based on these conditions, it will update the record. For example, if you set the "Matching Conditions" to "Customer ID", the next import will compare the "Customer ID" in the new data and automatically update the customer's information if the same ID is found.
To ensure the accuracy and controllability of imported data, the "Matching Conditions" are designed with the following logic and constraints:
1. Matching Condition Logic
You can customize one or more fields as the "unique identification basis."
All conditions must be satisfied simultaneouslyto be considered the same customer record and perform an update.
If any condition is not met, or if there are missing values or inconsistent formats, it will be considered a new customerand the data will be added.
2. Common Sources of Errors
Multiple matching conditions but the actual imported data are inconsistent (such as slightly different addresses or different punctuation) can cause matching to fail.
Specified fields (such as "Customer ID") missing values or left blank in the imported data will be considered a matching failure.
3. Handling Multiple Matches
If the matching conditions result in hitting multiple existing records (for example duplicate "Last Name + ID"), the existing matching customers will not be updated; instead, it will be treated as the scenario where conditions are not met described in item one, to avoid uncertainty.
4. Not Setting Matching Conditions
All imports will be treated as new customer records, regardless of whether they duplicate existing data.
Template Editing
On the template editing page, you can use the default fields on the right to "click" or "drag" fields into the template on the left to add the corresponding fields.
If there are required fields among customer custom fields, be sure to add them to the template as well, otherwise they will be blocked by validation rules. Ensure your template contains all required fields to successfully import the list.
Start Import
Confirm the import file matches fields and format
Before performing a list import, please confirm that the fields in your import file (CSV) match the import template you configured.In addition, please ensure your import file uses UTF-8 encoding to ensure correct data import.If the import file's encoding is incorrect, the system may not be able to correctly recognize the file contents.
Select Import File
After the import template is configured, find the template you want to use this time and click "Start Import" on the right to open the import window. When uploading the file, if the source data includes a header row, please check the advanced settings to avoid importing the header as data. This helps ensure import accuracy.
Start Import
When you click "Import", a progress bar will appear at the top of the page to show the import status. You can also switch to the "Import Records" tab to view the upload records for each entry, including success status and number of records imported.
If needed later, you can click "Download Import File" at the back of that record to obtain the original data from that import for management and archival purposes.
Common Error Items
Not imported successfully or field errors
When an import fails, you can click into "Import Records" to see the reason each record was rejected. If you find a large number of records cannot be imported, please check the following possible causes:
Import file and template mismatch: Ensure the file fields you import match the import template you configured. For example, if the first column in the template is "Member ID", the file's first column should also be "Member ID." Missing or inconsistent fields can cause the entire data set to be incorrect.
Required fields missing: If required fields are not provided in the import file, the system will reject the import. Ensure all required fields have correct data.
Field format errors: If the imported data includes fields such as dates, ensure their formats are correct. The system may reject data with incorrect formats.
Common Rejection Items
The xxxxxx field is required.
Indicates that the field is required but the imported field or file does not include information for this field. To import successfully, you need to ensure the file contains all required fields to meet the data requirements.
The xxxxxxx is duplicated.
Indicates that a field requiring a unique value is duplicated. To import successfully, please check whether the corresponding field is set in the matching conditions. For example, if the import file has an "ID Number" field, confirm whether the matching conditions also include the "ID Number" field so the system can recognize and handle duplicate ID numbers.
The xxxxxx is not a valid date.
Indicates that the input field does not meet the required date format. Valid date formats should look like 1987-11-22 or 1967-10-05. Please ensure the date field data conforms to the correct date format. Although the system handles many common formats, such as 1998/10/02, it is still recommended to use the YYYY-MM-DD format so the system can correctly process the information.
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