Applies to: Admins
You can import multiple customers at once into Endear via CSV. Visit this article to learn how to manually add customers into your database.
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 Brand's User Settings.
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 Import Customers
Click Add File to add your CSV and choose Next
Match the Column headers of your spreadsheet to the Customer Fields in Endear and click Next
Add or remove additional tags and click Import
(Optional) If certain customers were not imported then you can choose to Export Omitted or Click Done
1. Click on Customers
2. Click on Import Customers
3. Click Add File to add your CSV and choose Next
4. Match the Column headers of your spreadsheet to the Customer Fields in Endear and choose Next
5. Add or remove additional tags and click Import
6. (Optional) If customers were not imported then you can choose to Export Omitted or Click Done
Create an Audience from an import
After importing all your customers, you may want to create an audience based on those specific customers
Overview:
Click on All Customers from your Audience Page
Click on Filter
Add a Tag filter and insert the tag from your import
Click on Save
Enter the Audience's information and click Create Audience
1. Click on All Customers from your Audience Page
2. Click on Filter
3. Add a Tag filter and use the tag from your import
4. Click on Save
5. Enter the Audience's information and click Create Audience
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