Importing Customers

The first step of the process is to download the import template you'll use to add customers. You can get this template from Settings > Imports on the Admin Panel.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Imports.
3. Click on the Customers tab.
4. Click on Download template.

The download should only take a few seconds. You'll find the template file in the Downloads folder of your device.

The second step is to add all the relevant customer data to your import template.

The steps below show you how to do this in Excel, but you can use any spreadsheet tool that can open and edit CSV files.

1. Open the import template file you've downloaded in Step 1.

You should see the column headers in row 1 and a few rows of dummy data underneath.

2. Add your customer data in each column following the dummy data's template.

3. Remove the dummy data rows from the import template, making sure you don't remove any of the column headers.
4. Save your changes.

You're now ready to format your data before the reupload.

The third step is to ensure your template is properly formatted for a successful import in Nexudus. Make sure you check the following formatting elements before uploading your import template.

Date Columns

All columns that include a date should be set to the yyyy-mm-dd hh:mm format. This format isn't available by default in most spreadsheet tools, but you can add this custom format to your date columns in a few clicks.

Here's how to do it in Excel:

1. Select the entire date column in your import template.
2. Right click the column.
3. Select Format cells.
4. Click on Custom.
5. Add yyyy-mm-dd hh:mm in the Type field.
6. Click on OK.

The dates in your column should now appear in the right format, for example 2021-10-11 16:00. Repeat the process for every column that includes a date in your import template.

YES or NO Columns

All columns that include YES or NO should always be uppercase.

Address Columns

If your file includes address columns, make sure the addresses are between double brackets when they contain one or multiple commas.

For example if your address is 12 Street, XYZ Building, City, you should make sure it is added as "12 Street, XYZ Building, City" in your template.

Columns Including Existing Nexudus Items

All columns that include the name of items that already exist in your Nexudus account must always be an exact match in your import file. The spelling is case-sensitive and includes spacing.

For example, if a product's name in Nexudus is Notepad, the product name in your import file must be Notepad. Using alternative spellings such as Note Pad or notepad will result in an import failure.

The last step of the data import process is simply to upload your edited import template file back in Nexudus.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Imports.
3. Click on the Customers tab.
4. Click on Select file.
5. Select your edited import template file.
6. Click on Open.

The larger your file is, the longer it will take to upload.

7. Click on Load preview.
8. Click on Import data.

You've successfully imported your data into Nexudus.