Results for "customer import"
To import customers, you can use a CSV file. This allows you to add multiple customers at once. For more details on how to format your file and the import process, please refer to the How to Import Customers from CSV article.
Related Documentation
How to Import Customers from CSV
Learn how to bulk import customers from a CSV file. This saves time when adding many customers at once and helps you migrate customer data from other systems.
How to Import Reviews from Google
Learn how to import customer reviews from Google Business into your Zipper account. Imported reviews can be published on your website to showcase customer feedback and build trust.
Customers Capabilities
Manage your customer roster with comprehensive profiles, custom fields, family accounts, notes, tags, and import tools. Track customer metrics, manage payment history, handle package invites, and m...
How to Assign Tags to Customers
Learn how to assign tags to customers to organize and segment your roster. Tags help you filter customers, create targeted campaigns, and manage customer groups efficiently.
How to Promote Customers from Waitlist
Learn how to promote customers from event waitlists to active registration when spots become available. This helps you fill spots efficiently and notify customers when they can attend.
How to Send Form Requests to Customers
Learn how to send form requests to customers so they can complete forms remotely. This is useful for collecting waivers, intake information, or other required forms without customers being present.
How to Book an Appointment for a Customer
Learn how to book appointments on behalf of customers. You can book appointments for existing customers or create new customer records while booking. This is useful when customers call to schedule ...
How to Import Contacts from CSV to Contact List
Learn how to bulk import contacts from a CSV file into your contact lists. This saves time when adding many contacts at once and helps you build large lists efficiently.
How to Migrate Customers and Subscriptions
Learn how to migrate customers and subscriptions from competitor platforms like Stripe, MindBody, and Glofox into Zipper. This guide covers importing customers, transferring payment methods, settin...
How to Add Customers to Roster
Learn how to add customers to your roster so you can track their information, manage their bookings, and send them package invitations. Adding customers to your roster is the first step in managing...