Overview
The Bulk Customer Upload feature in DIVACS allows you to add multiple customers at once using a CSV file. This is ideal for importing large lists of customers efficiently, saving time compared to manual entry. The process involves downloading a template, preparing your data, uploading the file, mapping fields, reviewing for errors, and saving the records.
Important Notes:
Ensure you have the necessary permissions to manage customers.
The CSV file must follow the template structure to avoid import errors.
Supported file format: CSV only (e.g., from Excel or Google Sheets).
If you're new to DIVACS, check out our Getting Started Guide for navigation basics.
Prerequisites
Access to the DIVACS dashboard.
A spreadsheet program like Microsoft Excel or Google Sheets to edit the CSV template.
Customer data ready in a structured format (e.g., names, emails, addresses).
Step-by-Step Guide
Step 1: Navigate to the Customer List Page
Log in to your DIVACS account.
From the main menu on the left sidebar, select Customers List (or search for "Customers" in the top search bar).
This will take you to the Customer List page, displaying all customers associated with your company.
Step 2: Open the Bulk Upload Modal
On the Customer List page, look for the Upload Customer CSV button in the top-right corner.
Click the button to open the bulk upload modal popup.
Step 3: Download the CSV Template
In the modal, locate the Download Sample Format button.
Click it to download the CSV template.
The template includes compulsory headers (e.g., customer name, email, etc.) that DIVACS requires for accurate imports.
Step 4: Prepare Your CSV File
Open the downloaded CSV template file in a spreadsheet program.
Fill in your customer data under the corresponding headers.
Ensure all compulsory fields are completed to prevent validation errors.
Do not alter the header row or add extra columns unless they match available fields in DIVACS.
Save the file as a CSV
Step 5: Upload Your CSV File
Back in the DIVACS modal, find the upload section
Click the upload button or drag and drop your prepared CSV file.
DIVACS will process the file and automatically proceed to the mapping step.
Step 6: Map Your CSV Fields
In the mapping screen, you'll see two columns:
Compulsory Headers (left): Required fields from DIVACS.
Available Headers (right): Dropdown menus listing headers from your uploaded CSV.
For each compulsory header, select the matching header from your file using the dropdown.
If a header doesn't match, choose the closest option or return to Step 4 to edit your CSV.
Mapped fields ensure your data aligns with DIVACS's database.
Once all fields are mapped, click Next at the bottom of the screen.
Step 7: Review and Validate Your Data
You'll be directed to a preview table showing your uploaded data, including headers, rows, and any validation remarks.
Check for highlighted issues, such as invalid data types (e.g., non-numeric values in a number field) or missing compulsory data.
Edit any entries directly in the preview if needed.
If errors are present, fix them in the table or re-upload a corrected CSV.
Once satisfied, proceed to validation – DIVACS will check for completeness and accuracy.
Step 8: Save Your Customers
Click the Submit or Save button to import the data.
DIVACS will process the upload and add the customers to your list.
A success message will confirm the import.
After saving, refresh the Customer List page to see your new customers.
Frequently Asked Questions (FAQs)
How many customers can I upload at once?
There's no strict limit, but files with over 1,000 rows may take longer to process.
Can I upload vendors the same way?
Yes, a similar process exists for vendors – navigate to the Vendor List page.
What if I make a mistake after saving?
You can edit individual customers from the Customer List page.
Is there a way to undo a bulk import?
Contact support for assistance with bulk reversals.