Can I import my existing customer list?
Yes, but send it to us rather than looking for an upload button — there isn't one in your dashboard. If you use Square, connecting it imports your customers automatically.
Yes. There are two routes, and neither is an upload button in your dashboard — so if you’ve been hunting for one, that’s why you couldn’t find it.
Route 1: send us the file
Contact us with Support as the topic and attach the file. We run the import for you.
It’s done this way because the import needs care: matching against people who may already be members, deciding what happens to duplicates, and getting stamp balances right. It’s quick from our side.
What the file needs to look like
A CSV with these columns, in this order. The order matters more than the headings, because the columns are read by position:
| # | Column | Notes |
|---|---|---|
| 1 | First name | |
| 2 | Last name | |
| 3 | ||
| 4 | Country code | Digits only, e.g. 64, not +64 |
| 5 | Mobile number | Combined with the country code |
| 6 | Date of birth | Use YYYY-MM-DD |
| 7 | Gender | |
| 8 | Stamps to credit | A number. Use 0 if you’re not carrying balances over |
| 9 | Notes | Free text, kept against the member |
A heading row is fine — it’s skipped.
Every row needs an email address or a mobile number. That’s how a person is identified, and how we avoid creating a duplicate of someone who’s already a member. Rows with neither can’t be imported.
A few practical points, so nothing surprises you:
- Dates must be
YYYY-MM-DD. Other formats are dropped silently rather than rejected loudly, so03/04/1990will simply not arrive. - Stamp balances must be plain numbers.
5works;5 stampsbecomes zero. - People already in your program keep their existing stamps. Their notes get updated, their balance isn’t overwritten.
- Send it as a test batch first if the list is long. Twenty rows, check they look right in your dashboard, then send the rest. Worth the extra ten minutes.
Route 2: connect Square
If you use Square, this is much better — go to POS Integrations → Square in your dashboard and connect it.
Connecting brings your existing Square customers across automatically, and from then on new Square customers are added as they appear. No file, no waiting on us.
This is the only import you can trigger yourself.
What importing does and doesn’t do
It creates members. They exist in your program, they appear in your member list, and any stamps you specified are credited.
It doesn’t get them using the card. An imported member hasn’t downloaded anything or signed in — they just exist on your side. They’ll get the card the normal way, by scanning a code at your counter, and their imported stamps will be waiting.
So treat an import as a head start on your member list, not as a launch. The Table Displays still do the work of telling people the program exists.