Switching to Marsello

Import your customer points balances from your previous marketing app into Marsello.

Updated over a week ago

When you connect your POS and/or eCommerce store to Marsello, your customer database will automatically synced into Marsello.

If you have a customer list that is not yet 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)

  • Points balance (if applicable)

  • Mobile (if applicable)

⚠️ Important: Before you start this process, please review your customer to make sure that you are only importing customers who accept marketing from your store.


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)

  • Points Balance (values are required, please include a 0 if not applicable)

  • 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

  • Points Balance Column → Points

  • Mobile Number Column → Mobile

customer_data.PNG

📝 Note: When adding the Mobile and Points values, please keep in mind:

  • Email & Mobile: Only import valid email addresses and mobile numbers.

  • Mobile: When entering please include the customer's country code or if you don't have the customer's mobile number, please leave this blank.

  • Points: If you don't want to adjust customers' points balances, please enter 0 into the points column.

4. Save your file a as a .CSV file

csv-example.png

💡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

2. From the drop-down menu called Update customer list, select Import Customers

Note: The next two import steps are optional

3. OPTIONAL: Update the custom tag so you can create a segment from this import

4. OPTIONAL: Select the checkbox to give customers account creation points

options.PNG

💡Tip: If you are importing a specific list from another platform, adding a custom tag will allow you to create a group of segments.

5. Click Upload CSV

⚠️ 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.

6. Click Upload data from file, then select the CSV file from your computer OR copy and paste your data into the built-in spreadsheet

bulk_add.PNG

7. Double check if the first row of your spreadsheet is the Column Header (e.g. Firstname, Lastname, Email, Points)

  • If the first row does contain your Column headers, click Yes

  • If the first row doesn't contain your Column headers, click No

headers.PNG

📝 Note: You may need to re-format your CSV file and then upload it again.

8. Confirm your column headers match with the fields Marsello requires by clicking Confirm mapping for each column header

confirm_mapping.PNG

📝 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.

9. Once you've confirmed the mapping, click Review. If there are rows with problems, they will be highlighted in red for you to edit or remove as needed to proceed with the import.

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)

10. Fix any rows with problems

11. Click Continue to start importing your CSV file. Then click Yes when asked if you are ready to import the file.

Your CSV File will automatically start to import into Marsello.

📝 Note: This import may take up to 24 hours, depending on the size of your database.

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