Import Customers

 LimeLight CRM Support 

July 06, 2018 16:52

Lime Light CRM allows you to import Customer profiles in a CSV formatted text file. The Customers import also allows you to simultaneously create the customer’s membership record and trigger the Member Creation email. Customers can be uploaded under the Import Queue located within Insights > Import/Export Data.

Import Customers includes the customer’s first name, last name, email, phone, create member, event id, and replace customer. If a required item is not properly formatted or blank, the import process will skip that record and it will not be processed.

Note: If replace_customer is not specified and the same email address already exists with another name, the import record will be skipped and old customer record will
remain as it is.

Templates for File Import can be downloaded on the Import/Export page in the CRM

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