Customer Import
Duplicate handling
What happens when a row matches an existing customer.
Overview
What happens when a row matches an existing customer.
Duplicates match on email or phone. Choose Update existing to refresh old records or Skip to leave them unchanged.
Before you upload
Customer import lives under Settings → Customer Import. Export from your old system as CSV or Excel, clean up column headers, then upload.
Warning
Import during a quiet period and keep a backup of your original file. Large imports are easier to review when the office is not on the phone.
After import
Review the import summary for skipped rows and fix source data before re-uploading only the problem rows.
Next step
Continue with Import summary.