Endear

You can import multiple customers at once into Endear via CSV. <a href="https://help.endearhq.com/en/articles/6152964-how-do-i-create-a-new-customer-from-my-customers-card">Visit this article to learn how to manually add customers into your database</a>.

CSV import is not available to users, you'll need to have an admin to import the list for you, or ask an admin to change your permissions. Not sure who your admins are? Discover who your Admins are by visiting your <a href="https://app.endearhq.com/admin/crm/settings/users" rel="nofollow noopener noreferrer" target="_blank">Brand's User Settings.</a>

To import a CSV file with your customers into Endear:

Here's how to import a CSV of your customer into Endear:

Click on Customers from the Navigation Bar

Click on Upload file and choose your spreadsheet

(Optional) Map your incoming fields to the destination field. We will do our best to match it automatically, if you've used our templates you should have no issues. 

Add tag/s using Transform tool -Click on Transform -Type in the tag/s you want to add then type "@tags". You can use comma to add multiple tags -Click on Enter -Review tags and Click on Transform Data to save

Add any additional imports and Click on Confirm &amp; submit once done

1. Click on Customers from the Navigation Bar
2. Click on Import Customers
3. Click on + Create job
4. Click on Continue
5. Click on Import data
6. Click on Upload file and choose your spreadsheet
7. (Optional) Map your incoming fields to the destination field. We will do our best to match it automatically, if you've used our templates you should have no issues. 
8. Add tag/s using Transform tool -Click on Transform -Type in the tag/s you want to add then type "@tags". You can use comma to add multiple tags -Click on Enter -Review tags and Click on Transform Data to save
9. Review and fix any errors
10. Add any additional imports and Click on Confirm &amp; submit once done
11. Click on Confirm

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Click on Customers from the Navigation Bar ​

Click on Upload file and choose your spreadsheet ​

(Optional) Map your incoming fields to the destination field. We will do our best to match it automatically, if you've used our templates you should have no issues. ​

Add tag/s using Transform tool -Click on Transform ​

​ -Type in the tag/s you want to add then type "@tags". You can use commas to add multiple tags ​

​ -Review tags and Click on Transform Data to save ​

Add any additional imports and Click on Confirm &amp; submit once done ​

1. Click on Customers from the Navigation Bar ​
 
 ​
2. Click on Import Customers ​
 
 ​
3. Click on + Create job ​
 
 ​
4. Click on Continue ​
 
 ​
5. Click on Import data ​
 
 ​
6. Click on Upload file and choose your spreadsheet ​
 
 ​
7. (Optional) Map your incoming fields to the destination field. We will do our best to match it automatically, if you've used our templates you should have no issues. ​
 
 ​
8. Add tag/s using Transform tool -Click on Transform ​
 
 ​ -Type in the tag/s you want to add then type "@tags". You can use commas to add multiple tags ​
 
 ​ -Click on Enter ​
 
 ​ -Review tags and Click on Transform Data to save ​
 
 ​
9. Review and fix any errors ​
 
 ​
10. Add any additional imports and Click on Confirm &amp; submit once done ​
 
 ​
11. Click on Confirm ​
 
 ​
 
 ​