Import Customers Data

Introduction

OfficeRnD import feature allows you to seamlessly upload your customers' data into the system. For optimal results, it is advised to start the customers' data migration process by importing Companies, then importing Members, and lastly importing Memberships. The Step-by-step process will walk you through:

Import Steps

  1. Download Template (Optional).
  2. Upload your file (Upload CSV button). 
  3. Validate the data (Match columns to properties, validate the actual data column by column, fix errors, etc.)
  4. Review and summary of what will be created/updated in the system.
  5. Actual upload of the data and confirmation of a successful upload.

What's Next:

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