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Note: You only need to choose this option if you are using a different import file format or if you need to import some custom fields.
Importing Customers from Customers Menu
1. Go to Customers → Import/Export→ Download Import Template.
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2. Open the import template and enter the customer details in all columns and skip the ones that are not applicable.
If you have another file containing these information, make sure to transfer them transfer the data into the Ascora import template and make sure to enter the data in the correct columncolumns.
3. Once your customer import file is complete, save the file and go back to Customers→ Import/Export → but this time, click on Import.
4. The The following pop up box appears confirming that import is successful and depending on the amount of data from the import template, it could take to a few seconds or to a few minutes for the data to appear.
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2. Open the import template and enter the site details in all columns and skip the ones that are not applicable.
In column E, enter the Billing Customer for each sites. In this example, we are adding site 1, site 2, site 3, site 4, and site 5 under the customer called Customer ABC.
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In this example, Customer ABC has now five sites added as we've imported earlier.
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You can also import Contacts and Equipments using the same import template but enter the information in the corresponding sheets. Unique identifier would be the customer name.
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Importing Customers from Import Menu
There are two reasons why you must import your customers from the Import Menu. One is if you have your own import file with all of your customer information already in it and two, if you are importing custom fields. The main difference is if you chose this option, you'll be able to map the fields and save the mapping for future use.
1. Go to Import and choose Import Customers.
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3. The Data Mapping screen appears for you to map the fields or double check if fields that are not mapped automaticallycorrectly and adjust if needed.
A. Choose Yes if your data has headers otherwise, choose No.
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C. Once you're happy with the mapping and everything looks correct, click Import to proceed.
Note: You also have the option to save the mapping and that's helpful if you anticipate to import using the same import file format in the future.
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4. Import Results box appears confirming the number of successfully imported files and if an error occurred, you'll also see some details about it.
Importing Sites from Import Menu
You can follow the same steps above and the only difference is your import file must contain a column called Billing Customer so that sites will be linked to the correct customer.
In this example, we have a column called Billing Customer and we are importing 5 sites under Customer ABC.
After importing the file, you'll see the Data Mapping screen for you to manually map the fields if needed.
In the following example, all fields are mapped correctly so no adjustments are needed and to proceed, we just need to click Import.
The expected result is five sites added under Customer ABC just like what is shown in the image below.