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Import Customers to Multiple or Single Locations

GatherUp helps you import multiple customers for multiple or single locations on an as needed basis using Upload Customer List.

If you are managing an organization with frequent customer uploads we recommend automating the process using Zapier, API or Webhooks.

  1. Log in to your GatherUp account.
  2. From the menu go to Requests > Upload Customer List.
  3. A pop-up modal will appear (if you have multiple locations) prompting you to choose a single location or upload a file for multiple locations.

4. Click Choose File to upload your customer list. Select your file and click Open. Required fields include:

  • Business ID (only needed if uploading customers for multi locations)
  • First name
  • Last name
  • Email address OR mobile phone

-> You can download an example file for single location uploads here.

-> You can download an example file for multi location uploads here.

4. When opened, the system will work to map columns found in your file to available fields in GatherUp including:

  • Business ID (only needed if uploading customers for multi locations)
  • First Name
  • Last Name
  • Email
  • Mobile
  • Job ID
  • Custom ID
  • Preference
  • Tags
  • Nothing (skip)

5. Review the Belongs to: for each column found and adjust as needed. When completed, click Finish Adding Subscribers or cancel the import.

Updated on March 11, 2019

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