Import your current customer data so that you can easily capture the most important details to create customer profiles inside Launch27 for your customers.
Once you've imported your customer data, you can easily create your bookings for your current customers.
Import Customers
Note: Make sure your csv columns are labeled.
This is important for identifying data added to the customer notes section
Go to Customers > Import Customers
Click Choose File to upload a CSV file containing your customer data
Choose if you want to Update existing records, then click Next. You should enable this option if you have customer records in Launch27 that you want updated with values from your CSV.
4. The import tool will try to match the columns from your CSV file to the correct field to import to in Launch27. Go through carefully and make sure you are matching the column from your CSV to the correct imported to column so that your data import syncs correctly.
For any columns that can’t be matched, you should manually choose which field in Launch27 to import that column to.
If you have columns in your CSV that can’t be matched, you can still import that data by choosing Add to Customer Notes.
You can also tell the system to ignore a column by selecting the SKIP checkbox, or by leaving the This column will be imported to blank.
5. Click Finish to start the import process.
Customers that do not have Email addresses
Launch27 requires each customer to have an email address.
If some of the customer you’re trying to import do not have email addresses, Launch27 gives you the option to generate temporary email addresses for them during the import process:
Your CSV does not have Address/City/State/Zip in separate columns
If your current software exported your customer data with the Address/City/State/Zip into one single column, Launch27 gives you the option to separate that info for you when we import it:
