We can import some 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.)
How to import contacts:
Download a copy of the template Download a copy of the customer import template here. Select File > Download > .csv
Complete the csv following the formatting guidelines below.
Send the completed csv to the Stora team.
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.
Do not add 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:
