Import Customers Data

Introduction

The import feature in OfficeRnD allows you to easily upload your existing customers' data into the system. For optimal results, it is advised to start the customers' data migration process by importing Companies first, then Members, and, finally, Memberships. The general step-by-step process is as follows.

Import Steps

1. Navigate to Settings/Import.
2. Download the .CSV file template to fill in, or create your own file.
3. Upload the .CSV file.
4. Validate the data.
5. Match columns to properties and validate the data columns manually (if needed).
6. Review the summary of what data will be created/updated in the system.
7. Upload the data and confirm the successful upload.

Import Help Articles

• Import Companies
• Import Members 
• Import Memberships