Import Customers

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.

 

Field Name Format Values Comments
first_name String 50 characters The customer's first name Required
last_name String 50 characters The customer's last name Required
email 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
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: