Import customers from another programme

Upload a spreadsheet (.xlsx) or a CSV with your customers and their balance: we detect the columns and nobody is duplicated.

  1. In Customers β†’ Import, upload your .xlsx or .csv file. Open old .xls files and save them as .xlsx.
  2. Check what each column is (name, email, phone, stamps or points). We recognise most of them automatically by the heading or the content.
  3. Confirm. They’re imported in batches with a progress bar.

If a customer already exists (same email or phone), they’re updated instead of duplicated.

Only import customers you can legally contact: those who gave you their details for your loyalty programme.
You might find usefulExport your customers β†’Switching to Fidelizando from another programme β†’
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