With Revo FLOW, you can import customers in bulk using CSV files separated by ";". The first row must contain the headers with the field names exactly as described below.

Import customersManage addresses
Export customersAdapt the CSV for import

BEFORE YOU START

CSV IMPORTER

In Revo FLOW, the import described in this article lets you create customers using CSV. The headers must exactly match those listed in the section Import customers.

CUSTOMERS

1. IMPORT CUSTOMERS (CUSTOMERS)

Import customers in bulk using a CSV file.

IMPORTANT: Each field name in the header must be exactly the same as shown in the table.
Correct: last_name
Incorrect: Last_name / LAST_NAME / last name
EXACT HEADERREQUIREMENTDESCRIPTIONADDITIONAL INFORMATION
nameRequiredCustomer's first name.The importer accepts values with fewer than 3 characters.
last_nameOptionalCustomer's surname.The importer accepts values with fewer than 3 characters.
phoneOptionalCustomer's phone number.Include the international dialling code in the same field. Example: +34 600111222.
emailOptionalCustomer's email address.Use a valid email address.
notesOptionalInternal notes associated with the customer.Free text.
PHONE: Enter the international dialling code in the column phone, for example +34 600111222. During import, FLOW separates the dialling code from the number and displays it in the phone's country selector.
CSV example - Import customers
namelast_namephoneemailnotes
AnaRuiz+34 600111223ana.ruiz@example.comImported customer
NilPuig+34 611222334nil.puig@example.comRegular booking
IMPORTANT: Check that the first header is exactly name, with no spaces or additional characters.
NOTE: The import accepts first names and surnames with fewer than 3 characters. However, when you later edit the customer using the FLOW form, these values may be marked as invalid because the manual form requires at least 3 characters.
2. EXPORT AND ADAPT CUSTOMER DATA

If you already have customers in Revo FLOW, you can export them and use the file as a starting point for a new import.

  1. Export the customers.
    Go to Reports → Customers and use the option Export CSV.
  2. Open the exported file.
    The exported CSV contains more columns than are needed for an import.
  3. Keep the fields you want to import.
    You can keep name, last_name, phone and email. If you need to import notes, add a column named notes.
  4. Remove the columns that are not part of this import.
    Remove promotions_accepted, addresses, edit and delete.
  5. Review the data.
    Check that each customer has a valid value in name and that the first header is exactly name.
  6. Save the file as CSV.
    Keep the semicolon (;) as the separator.
  7. Import the file.
    Open the Revo FLOW customer CSV importer, select the prepared file and run the import.
  8. Check the result.
    Return to Reports → Customers and check that the customers and their data have been created correctly.

ADAPTATION EXAMPLE

CSV EXPORTED BY FLOW
name;last_name;phone;email;promotions_accepted;addresses;edit;delete;
CSV READY FOR IMPORT
name;last_name;phone;email;notes
IMPORTANT: The exported CSV structure does not exactly match the import structure. Before reusing it, adapt its columns using the table in Import customers.
3. CUSTOMER ADDRESSES

Addresses are not imported using the customer CSV.

Although the CSV exported from FLOW includes an addresses column, this information is not used when importing customers. Addresses must be added later from the customer record.

Once the customer has been imported, open their record, go to Addresses and click New.

FIELDREQUIREMENTDESCRIPTIONADDITIONAL INFORMATION
AddressRequiredCustomer's postal address.At least 3 characters.
CityRequiredCity of the address.Text.
Postal codeRequiredPostal code of the address.Text.
CountryRequiredCountry of the address.Select the appropriate country.
NameOptionalName used to identify the address.For example: Home or Office.
State/ProvinceOptionalProvince or state of the address.Text.