If you have a customer list that is not in your POS and/or eCommerce store, you will need to get an export of your customer list that includes
First name (required)
Last name
Email address (required)
Mobile (if applicable)
If you want to import customers' points balances, please follow the Switch to Marsello from another marketing platform guide.
⚠️ Important:
If your customer list is over 1000 customers, it is highly recommended to import this list directly into your POS or eCommerce store instead of into Marsello. Due to API limitations, uploading this list into your POS or eCommerce platform will be a lot faster than uploading this list into Marsello.
Please review your customer list to make sure that you are only importing customers who accept marketing from your store.
Marsello uses the customer's email address as their unique identifier. Please review your customer list before importing to ensure any duplicates are merged into one row.
Prepare your CSV file ready to import into Marsello
To ensure that your customer list is successfully imported into Marsello, it is important to update your CSV file format following the below steps:
1. Open your CSV as a spreadsheet.
2. Delete all columns except the following:
First Name (values are required)
Last Name
Email Address (values are required)
Mobile
⚠️ Important: The customer's first name and email address are required. If these values are missing, the CSV file cannot be imported into Marsello.
3. Update your column heading text to be the following:
First Name Column → Firstname
Last Name Column → Lastname
Email Address Column → Email
Mobile Number Column → Mobile
📝 Note: For email and mobile, be sure to only import valid email addresses and mobile numbers. When entering mobile numbers, please include the customer's country code with no additional characters. Example: +14165550000. If you don't have the customer's mobile number, leave this blank.
💡Quick Tip: To save a file as a .CSV, in the spreadsheet tool, this can often be found under Export to or Download as in the settings menu.
Import your customer database CSV file into Marsello
1. In your Marsello admin, go to Customers. From the drop-down called Update customer list, select Import Customers.
The next setting steps are optional
[OPTIONAL]: Under Add this tag to the customer(s) profile, you can enter a custom tag name in the text box. This will automatically tag the customers' profiles in Marsello with the tag on import.
[OPTIONAL:] Confirm where the email report of the import will be sent to under "The report of this import will be sent to this email"
[OPTIONAL:] Next to Create a new segment based on tag after import, you can opt-in to create a new segment based on the tag you have created.
[OPTIONAL:] Next to Give 'Account Creation' loyalty points for new customers you can select the checkbox to award the 'Create an Account' points set under the Loyalty program to all newly created customers (i.e. customers who are created in Marsello via the CSV import).
2. Click Upload CSV to start the import
⚠️ Important: By importing customers you are confirming that any newly added customers accept marketing. Please remove any customers who don't accept marketing from your CSV. before uploading.
3. Drag-and-drop your data file into the importer.
4. Select the file from your computer and click open
5. Select your header row and click next
6. Map your columns and click next
7. Verify the data you are importing.
📝 Note: This is to ensure your customer's details are populated in the correct field in their Marsello profile i.e. the customer's first name is populated in the 'Firstname' field.
8. Review your CSV File. Click the toggle Only show rows with problems to see the customer row(s) that may not be able to be imported into Marsello.
Common reasons include:
The row is blank and doesn't include any details
The first name doesn't start with a letter or includes special characters e.g. #$^&
The email must contain a valid email address
The mobile must start with a + or numbers e.g. +6127123123 or 027123123
The CSV file contains over 100,000 customers (100,000 is the maximum number of customers who can be imported at one time)
9. Fix any rows with problems (you can do this within the table in-app)
💡Tip: On the Verify Data page, go to the rows drop-down and select "show invalid rows only" option. Any row that has an error in it will appear in red. Here you will be able to click into the field with the error and make the update.
📝Note: Common errors on the rows include:
a comma instead of a full stop in an email address, for example ,com instead of .com.
using an ampersand when combining multiple accounts, for example, Sally & John instead of Sally and John
the use of special characters in a customer's name, for example, P@ula instead of Paula
10. Click Submit to start importing your CSV file. You will then need to click upload CSV File on the popup that appears after clicking submit to import into Marsello.
Customer Import FAQs:
Q: I’ve imported my customers into Marsello, but they aren’t showing up in my [POS/eCommerce] connection?
A: Customers imported into Marsello are only created in Marsello. To have them appear in your [POS/eCommerce] connection, you'll need to import them separately into that platform.
Q: Is there a maximum number of records that can be imported at once?
A: Yes, 100K records can be imported at one time.
Q: If I run a customer import including email and mobile that opts the customer into marketing, does this update the customer's marketing status in their integration?
A. If you run an import into Marsello this will not update the customer's marketing status in their integration. The customer's marketing status in their integration will be the source of truth on the customer's account and revert any changes made in the system to match what's in the integration.
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