Lime Light CRM allows you to import Customer profiles in a CSV formatted text file. The Customers import also allows you to simultaneously create the customer’s membership record and trigger the Member Creation email. Customers can be uploaded under the Import Queue located within Insights > Import/Export Data.
Import Customers includes the customer’s first name, last name, email, phone, create member, event id, and replace customer. If a required item is not properly formatted or blank, the import process will skip that record and it will not be processed.
Note: If replace_customer is not specified and the same email address already exists with another name, the import record will be skipped and old customer record will remain as it is.
|first_name||String 50 characters||The customer's first name||Required|
|last_name||String 50 characters||The customer's last name||Required|
|String 50 characters||The customer's email address||Required|
|phone||Numeric||The customer's phone number- No hyphens||Required|
|create_member||Numeric 1 or 0||When set to 1 (yes) a member record will be created for the customer||Optional|
|event_id||Numeric||The Email Trigger ID in the LimeLight platform to send the Member Notification if create_member = 1||Optional|
|set_temp_password||Numeric 1 or 0||When set to 1, we will use the temporary password as the customer's permanent password. When set to 0, the customer will be required to set their own password. Will be used only if creating member.||Optional|
|replace_customer||Numeric 1 or 0||When set to 1, if the same email address already exists with another name, this new record will override the existing record for the customer. When set to 0, the old customer record will remain as it is, a new record will not be created.||Optional|
The CSV template to import Customers can be found below: