File type accepted: .csv (comma separated values) created in Microsoft Excel
- Head to ‘+Add Contacts’ in the top left navigation
- Select ‘Import Customers’
- The import wizard starts with a ‘Before You Import’ page containing links to a multitude of resources to assist you including a sample file and an Automatic File Fixer for CSV files.
To proceed — click the blue ‘Start New Import” button in top right of screen.
- The wizard then shares best practices for structuring your data to ensure all your customers are imported and mapped correctly.
Once you have reviewed the list above — place a check in each of the four boxes (acknowledging that you’ve met the criteria listed) and click the next button in the bottom right hand section of the page. For more details on structuring your data - visit the Importing Your Pins & Contacts article.
- Next, drag & drop (or click to select) your CSV or Excel file. Then, click next in the bottom right hand side of screen to start the upload process.
- Import Options
There are several options for importing your customers into Map My Customers. You can opt not to select any of them, select all of them, or select some of them.
- Import contacts as unmapped (import all contacts without mapping them).
Some users prefer this option if they have customers with addresses that are not 100 percent accurate (for example: rural customers). They like to manually drop pins onto the map. Another scenario: users have multiple customers in the same building (different floors, etc.) - they like to manually place them on the map to avoid clustering.
- Do not clean up and standardize address information (import address data directly from your file - do not use Google to clean up or standardize the address info).
- Update existing customers with imported information (if the customer record already exists in Map My Customers - update it with any new data found in the spreadsheet).
When you are done, click ‘Next’ in the bottom right of screen.
- Columns with Matches
After your data is uploaded - you’ll see a report detailing how Map My Customers wants to match the columns in your data file (line 1) to the fields in its software.
It is easy to make changes to how data is mapped by clicking the pull down menu under the ‘Field in MMC’ header.
Columns without Matches
If Map My Customers can’t identify a field that corresponds to data in the spreadsheet it lists these unmatched columns at the bottom of the page.
The screenshot above shows that the file imported contained two fields that are not automatically being matched to any current Map My Customers data fields
(Last Name and Organization). When this happens you can do one of three things:
- Skip the data field (do not have it imported into Map My Customers) - this is the default.
- Select the existing field you want the data to be mapped to.
- Create a new Custom Data Field and have the data mapped to it.
Let’s look at the Organization column included in the data file. From a review of the pulldown menu there is a standard data field called ‘Company Name’ we can select (red box below).
For the data column called “Last Name” — we’ll need to create a new custom field in Map My Customers. Again, open the pull down menu in the ‘FIELD IN MMC’ column, scroll to the bottom and select ‘Add New Custom Field.’ Next, type what you want the new field to be called (see ‘Last-Name’ in the example below).
Once all data columns are mapped correctly (or skipped) — you can click blue ‘Next” button on bottom right of the page. This starts the import process.
You easily track the import by viewing the progress bar above Mapping in the main menu.
Once the import is complete - a detailed status report appears. During your first import we recommend tracking the number of customers in your file against the numbers in the status report (to ensure all your records have been successfully imported).
Please note: for data to appear in the ‘Updated’ column you need to have checked box 3 during Import Options (see step 6 above).
Be sure to click the blue ‘Download’ text to View Errors and learn which customers were not imported and why. Details shared in the report enable you to make updates to your file and then successfully re-import the remaining records.
To view the import process in action, watch the video below.