We can import customer data into Stora to help you move existing customers. This will be discussed in detail during your onboarding.
This will involve filling out the customer import template and returning it to us in CSV format. (Please take note of the criteria below.)
Download a copy of the template here. Select File > Download > .csv
Please note the following formatting criteria:
Please do not edit the column headers.
Essential Data: Email, Customer Name. (If the customer does not have an email address, please enter a unique one for the purposes of creation e.g. noemail@gmail.com, noemail1@gmail.com).
Home phone numbers can be inserted in the 'Note' column.
Duplicate emails. We only need to create one customer entry if a customer has multiple units. Numerous subscriptions can be added under one customer in Stora.
If using the Marketing Source or Business Type, please use the options included in the column header.
You can add useful information, such as the customer's unit number or landline number, to the 'Note' column.
If you use an integrated access system you can add the PIN's for your existing customers in the relevant columns
Example:
