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Importing Existing Customers

Learn how we can help import your existing customers into Stora

Updated over a week ago

We can import customer data into Stora to help you bring over existing customers. This will create a 'lead,' which means the customer information will be available to choose from when creating a subscription, simplifying the subscription creation process.

  • Fill out the template and return it to us in CSV format. Please take note of the criteria below, as ill-formatted templates will delay our ability to upload.

  • Download a copy of the template here. Select File > Download > .csv

Please note the following formatting criteria:

  • Essential Data: Email, Customer Name. (If the customer does not have an email, please enter a unique one for the purposes of creation e.g. noemail@gmail.com, noemail1@gmail.com).

  • Please do not edit the column headers.

  • Home phone numbers can be inserted in the 'Note' column. (A mobile number will still be required, but you can use a placeholder number, such as 07777777.)

  • 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.

  • Ensure no spaces within the data email entries. i.e. customer@gmai l.com

  • 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.

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