Importing customers from another system is a common need. This guide describes how to do it using Excel and AmpliFlow.
1. Export the customer registry
Start by downloading the Excel template and reviewing which columns can be imported.
The template has two rows of headers:
- The first row (blue columns) is a grouping that makes it clearer where the information ends up. It does not affect the import.
- The second row (green columns) shows the actual columns that are imported.
Decide which columns you want to import into AmpliFlow. At minimum, the customer’s company name must be imported. All other data is optional.
Go to your business system and export the customer registry to an Excel file or CSV file. You only need to export the data you want to import into AmpliFlow. If you have the option to choose the order, arrange the columns according to the Excel template structure.
2. Adjust the Excel file
Open the exported file in Excel. Make sure the columns you want to import are in exactly the right order according to the Excel template.
Process the data so it matches the format you want in AmpliFlow. Check that all relevant customer details are included. The only required field is the company name. All other columns are optional.
Save the file when it is ready.
3. Open the customer registry in AmpliFlow
Log in to AmpliFlow and navigate to Customers.
4. Import data
- Click on Import.
- Select the top-left cell in the dialog that appears.
- Open your Excel file, select all rows with data (including headers) and copy with Ctrl + C.
- Go back to AmpliFlow and paste with Ctrl + V in the grid view.
5. Complete the import
Check that the information is displayed correctly in the grid. Click Save to complete the import.
Your customer registry is now updated in AmpliFlow.