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Import customers in bulk

Use a CSV file to add customer records in SunrAI.

Updated1 min readcustomers

Before you start

  • Prepare a CSV file with one customer per row.
  • Include a name and the full primary address for each customer.
  • Check that the file is no larger than 10 MB.

Steps

  1. Open the import

    On the Customers page, select Import Customers.

  2. Upload your CSV

    Choose or drag in the file. SunrAI previews the first five rows.

  3. Match your columns

    Review the suggested fields, such as Name, Email, Phone, and Address. Choose a field for any column you want to import. Columns you leave unmapped are skipped.

  4. Review and run the import

    Confirm the mapping and start the import. Matching customer records are skipped by default.

Verify it worked

Review the import results for the added, updated, and skipped rows. Search the Customers list to check a few records.

Troubleshooting

"Some rows were skipped or could not be imported." — Review the row details in the results, correct the CSV, and import it again. Rows that match an existing customer are skipped by default.

"Values landed in the wrong fields." — Review the column mapping before running the import again.

Related

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