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Import Customers

Save time by importing multiple customers at once from a spreadsheet.

Supported Formats​

  • CSV (.csv)
  • Excel (.xlsx)

Before You Start​

Prepare your spreadsheet with these columns:

  • Name (required)
  • Email
  • Phone
  • Company
  • Address
tip

Download our import template from the import screen to ensure correct formatting.

Steps​

1. Go to Customers​

Click Customers in the left menu.

2. Click Import​

Click Import or Import Customers button.

3. Upload Your File​

Drag and drop your file, or click to browse and select it.

4. Map Columns​

Match your spreadsheet columns to Elona CRM fields:

  • Your "Customer Name" → Name
  • Your "Contact Email" → Email
  • And so on...

5. Review​

Preview the import to catch any errors:

  • Missing required fields
  • Duplicate entries
  • Invalid email formats

6. Import​

Click Import to add all customers.

Handling Duplicates​

When importing, you can choose to:

  • Skip duplicates - Don't import if email/phone already exists
  • Update existing - Overwrite existing customer data
  • Create anyway - Import as new customer (may create duplicates)

Common Issues​

Import Failed​

  • Check file format (CSV or XLSX only)
  • Ensure required columns exist
  • Remove special characters from names

Wrong Data in Fields​

  • Re-map your columns in step 4
  • Check for extra spaces or hidden characters