We can import customer data into Stora to help you with the process of bringing over existing customers. It will create a 'lead' which means when creating a subscription the customer information will be available to choose and simplifies 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. (Mobile number will still be required, but you can use a placeholder number 07777777 etc.)
Duplicate emails. If a customer has multiple units, we only need to create one customer entry. 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, Business Type please use the options included in the column header.
You can add useful information such as the customers unit number or landline number to the 'Note' column.