Bulk Import Customers¶

Import customers (people) from a CSV or Excel file. Link them to existing organizations by name.

How to access: Import Data → Import Customers, or Customers → split button → Import

Quick Start¶

Import organizations first — Ensure organizations exist so customers can be linked
Go to Import Data
Download the template: airshop-customers-import-template.csv
Fill in your data (include Organization Name to link)
Upload your file (CSV or Excel, max 10MB)
Map columns if needed, then import

Required Fields¶

Field	Required	Notes
Email	Yes	Primary deduplication key
First Name	Yes
Last Name	Yes

Optional Fields¶

Field	Notes
Organization Name	Links to existing organization; must match exactly
Phone	Contact number
Title/Role	Job title or role
Notes	Free text

Organization Linking¶

If Organization Name matches an existing organization, the customer is linked automatically
If no match is found, you can create the organization during import or skip linking for that row
Customers without an organization name are imported as standalone contacts

Template¶

Download airshop-customers-import-template.csv from the Import Customers modal or Import Data. The template includes sample rows; remove or replace them before importing.

Duplicate Handling¶

Update existing: Match by Email, overwrite with imported data
Skip duplicates: Keep existing customers unchanged

Tips¶

Import organizations before customers
Use exact organization names from your organizations list when linking