How do I upload my customer list?

• PRICING TIER: All

• APPOINTMENT VERSION: Single & Multiple 

Administrative users can upload their customer list through Work Requests section of Site Administration. AppointmentPlus charges a $30.00 USD fee for each Excel file uploaded. The file size is limited to 2.097152MB.

1. Click the Settings tab, then click the Work Requests link
2. Select Customer Upload from the drop down list
3. Click on Browse to select your Excel file
4. Enter your payment information
5. Click the Submit button

NOTE: Please follow the steps below to ensure your Excel file is formatted correctly before uploading.

Preparing your Excel file

Step 1: Start by creating a new Excel spreadsheet with a single sheet. If your spreadsheet includes multiple sheets, delete all but one sheet.

Step 2: Enter your customer data while keeping each field in its own column. For example: first name, last name, address 1, etc. Make sure each column is labeled correctly. They will need to match the “field names” or “display names” of the fields listed in the Customer Fields/Terms section of Settings.

NOTE: You can use the following fields as column headings in your spreadsheet. ONLY use the fields that apply to your upload. You DO NOT need to create a column header for each field listed below. 

First Name	Payment Method
Middle Name	CC Exp Month
Last Name	CC Exp Year
Address 1	Card Code
Address 2	Name on Card
City	Company
State	Occupation
Zip	Birth Date
Day Phone	Gender
Night Phone	Notes
Cell Phone	Heard Via
Email	Status
Login	Allow to Login In
Password	Customer Type ID
Contact Okay	Assigned To
Call Okay	Account
Email Okay	Alert
Mail Okay	Referred By

Step 3: Save your file using the Microsoft Excel 97-2003 Worksheet (.xls) format.

 

Important Notes

• The file size is limited to 2.097152MB for each upload. Please separate data into multiple files and submit each file as its own upload request if your original file is larger than 2.097152MB.
• Files must be saved using the Microsoft Excel 97-2003 Worksheet (.xls) format.
• Data for each Customer should be in the same row. Do not use separate rows for the same customer.
• Plain text format is required to upload all data fields correctly. Remove all formatting in the file such as formulas, merged cells, and images.
• By default, the uploads will not duplicate customer names based on the first and last name. If you have many customer records and possibly have customers with the same first and last names, please indicate in your work request that you wish to have duplicate customer records uploaded.