If you want to add customers to your marketing list manually, you can do so via CSV upload.
📝 Note: Customers join automatically when they make a purchase or create an account with you online or through your POS.
📝 Note: When you first install Marsello, your customer list will automatically import from your eCommerce/POS (with 0 loyalty points).
In this article:
- How to format your CSV
- How to import customers into your Marsello account, with optional loyalty points.
How to format your CSV file
Save your spreadsheet as a .CSV file, with these column headings:
- Firstname (optional)
- Lastname (optional)
- Email (required)
- Points (optional)
Formatted like this:
Pay careful attention to the formatting of your spreadsheet's columns. The category names in your exported file will not necessarily match the formatting that is required when importing into the loyalty app database, so you will need to update these.
How to import customers into Marsello
1. In your admin > Customers
2. Click Import customers/points in the top right corner
3. In the Import customers/points pop-up, click Choose File and select your customer database CSV file
5. Click Start Import
Your customer database import will start.
📝 Note: This import may take 10-20 minutes, depending on the size of your database.
If you need a hand, please let us know at firstname.lastname@example.org or via the chat icon at the bottom right of your screen.