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Import Customer Lists via File Upload

Import customer lists from CSV, JSON, or VCard files into Durable.

Written by Mark

If your customers are already in a spreadsheet or another tool, you can bring them into Durable without adding each person by hand. A CSV, JSON, or VCard file works. After the import, they show up in your customer list.

Import Customer Lists

  1. From your Durable dashboard, click Customers in the left-hand navigation menu.

  2. On the Customers page, locate and click the Import customers icon (a cloud with an upward arrow) in the top right corner, next to the + New customer button.

  3. The Import customers modal will appear. This modal indicates that you can drop your customer list files here or click to choose them. It also specifies supported file formats: CSV, JSON, or VCard, and import limits: up to 10 files with a total size of 4 MB.

  4. Click the gray area within the modal to open your computer's file browser.

  5. Select the customer file(s) you wish to import (e.g., a file named `customer_data.csv` or `my_clients.json`). The name(s) of the selected file(s) will appear in the modal.

  6. Click the Import button in the modal.

  7. Durable will process your file(s) and automatically map common fields such as first name, last name, email, and phone number. A detectable email address is required for each customer record to be successfully imported.

  8. Once the import is complete, a confirmation message will display the number of customers successfully added (e.g., '20 customers added').

  9. Click Done to close the modal. Your Customers list will refresh, displaying the newly imported customer names and email addresses.

Ideas to try

  • Migrate from another CRM: If you're switching from another customer relationship management system, export your customer data from that system into a supported format (CSV, JSON, or VCard) and import it directly into Durable.

  • Upload event attendees: After a workshop or event, gather attendee contact information into a spreadsheet, save it as a CSV, and import it to easily add all new contacts to your customer list.

  • Consolidate customer lists: If you have customer data from various sources (e.g., an old spreadsheet, a separate email list), combine them into one file and import to centralize all your customer information in Durable.

What's next

After importing your customer list, you can further manage and organize your new customer records. Learn more about managing your customer list in Durable.

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