RC Customers Import / Export

Admin Dashboard > Customers > Import/Export

Purpose of the Import/Export Feature

The Import/Export feature in the Admin Dashboard simplifies the process of managing customer data on a large scale. This tool allows rental companies (RCs) to import new customer data, update existing customer information, or export current customer records for external use, such as analysis or backup.

What This Section Is Used For

1. Bulk Customer Data Management:

   • Add or update multiple customer accounts simultaneously using a single CSV file.

2. Data Analysis and Reporting:

   • Export customer data for in-depth analysis or to integrate with other systems.

3. Data Backup:

   • Create backups of customer records for security and compliance purposes.

How to Use Import/Export

Accessing the Import/Export Section

1. Log in to the Admin Dashboard.
2. Navigate to Customers > Import/Export.

Importing Customer Data

1. Prepare the CSV File:

   • Download the sample CSV template provided in the Import section.
   • Populate the template with customer data, ensuring all required fields are filled.
   • Save the file in CSV format.

2. Upload the File:

   • Go to the Import tab.
   • Click Choose File and select the prepared CSV file.

3. Validate the File:

   • Click Check Data to validate the file.
   • If errors are detected, download the error report, correct the issues, and re-upload the file.

4. Complete the Import:

   • Once validation is successful, click Import to add or update customer data.

Exporting Customer Data

1. Go to the Export tab.

2. Select the Export Options:

   • Choose the Entity Type (e.g., Customers).
   • Specify the file format (default: CSV).

3. Click Export to generate and download the file.

4. Use the exported file for analysis, reporting, or integration.

Available Data Fields

1. Customer ID: Unique identifier for each customer.
2. First Name: Customer’s first name.
3. Last Name: Customer’s last name.
4. Email Address: Primary contact email for the customer.
5. Group: The customer group to which the customer belongs (e.g., Retail, Wholesale).
6. Address Information: Includes billing and shipping addresses, phone numbers, and postal codes.
7. Account Status: Indicates if the account is active or inactive.
8. Driver’s License Information: Optional field if enabled by the RC.
9. Created Date: The date the customer account was created.
10. Last Modified Date: The date of the last update to the customer’s account.

Tips for Using Import/Export

1. Maintain Data Accuracy:

   • Always validate the CSV file before importing to minimize errors.

2. Use the Sample Template:

   • Ensure your data matches the required format by using the sample CSV template.

3. Regular Exports:

   • Periodically export customer data for analysis and backups.

4. Secure Sensitive Data:

   • When exporting data containing personal information, ensure it is stored securely to comply with data protection regulations.

5. Organize Customer Groups:

   • Include accurate group assignments to streamline customer management and apply appropriate pricing or access settings.

Example Use Cases

1. Adding New Customers:

   • A rental company launches a marketing campaign and receives multiple sign-ups. Use the Import tool to add these customers in bulk.

2. Updating Contact Information:

   • Import a file to update outdated email addresses or phone numbers for existing customers.

3. Analyzing Customer Trends:

   • Export customer data to identify purchasing patterns or regional trends.

4. Auditing Customer Groups:

   • Export data to ensure customers are correctly assigned to the appropriate groups (e.g., Preferred Customers).