Most Dock Management Systems and invoicing software allow you to export customer information as a spreadsheet. You can then copy and paste that information to our template to generate your customer list.
In order for your bulk customer demographic import to be successful, we need the following information:
First Name
Last Name
Email Address
Phone number
Boat information is optional, but loading it now will save time in the future. We've attached the templates below for you!
Once you've completed the template with your customer data, email it to customersuccess@boatyard.com or reach out to your Customer Success Manager and we'll take care of the rest!