Import Your Customers' Data

Often you have your customers' data (members, companies, membership info, pricing, starting date, etc.) stored in a file or another system and you need to easily import this into your OfficeRnD account. To spare you some time and efforts we've developed our import functionality which allows you all this. We've prepared two short videos on how the import works and what are the most common use cases and how to fill in your data.

 

 

Action Items:

1. Download the import template from the Settings/Import/Members section in the admin platform.
2. Fill in the information you'd like to import following the instructions from our videos (for reference you can also use our help article on the matter).
3. Submit the file for import and our team will get back to you once it's done.

 

 

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