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.
If you use an integrated access system you can add the PIN's for your existing customers.