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Import customers from a spreadsheet with selected columns

Import your clients by mapping fields from a spreadsheet which is not our template layout

Note:

When using flexi import to import your customers you need to ensure that your file meets the following criteria:

  • One row per client

  • No merged cells

Open flexi import

1. Click on the cog icon

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Import Center"

Settings menu list with Import Center highlighted by a click marker, between Financial Settings and Integrations

3. Click "Flexi"

Import Center in Settings with the Flexi tab highlighted at the top of the import list, above Items, Variants and Stock

4. Click "Clients"

Import Center Flexi section with the Clients tab highlighted in the sub-menu beside the Flexi Import Items upload step

5. Click here or drag & drop your file

Flexi Import Clients Step 1 of 3 with the Select Files or Drag & Drop Here button highlighted for uploading an .xls or .xlsx file

Map your columns

6. Choose the column heading from your spreadsheet which contains the Client Name

Import mapping screen with the Spreadsheet Header dropdown open under Mandatory Fields, Name highlighted for Zigaflow Field Name

7. In the lower panel, the left hand column contains the headings from the columns in your file.

Using the dropdowns on the right, choose the fields in Zigaflow to map your data to

Optional Fields mapping panel with the Zigaflow Field dropdown for Address1 open and the Address1 option highlighted

8. Click "Next"

Import mapping screen with Optional Fields for Town, County, Postcode and Country, with the Next button highlighted

Save your mapping

9. OPTIONAL:

If you want to import more data in the same format enter a name for this mapping to save it for future use

Import Complete screen with the Save this mapping field highlighted for entering a new or existing mapping name

10. Click "Save Mapping"

Import Complete screen showing 0 Clients created, 0 Clients updated, with the Save Mapping button highlighted

11. Click "Close"

Import Complete screen showing clients created and updated count, with the Close button highlighted next to Start Again

Reuse a saved mapping

12. If you saved your mapping, next time "click here"

Flexi Import Clients step 2 of 3 with the Select previous mapping dropdown highlighted above the Mandatory Fields section

13. Choose your saved mapping

Import mapping screen with the Select previous mapping dropdown open and the saved Map 1 option highlighted

14. This will then remap your next file for you

Import mapping screen with saved Map 1 applied, highlighting the Name header and Address1 Zigaflow Field auto-mapped
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