Prepare a customer import
Clean a small representative sample before importing the full customer list. Keep a backup of the original data.
Prepare the supported format
Use the import format provided by your workspace. Confirm columns for names, contact details and locations, and remove information the import does not need.
Review duplicates and formatting
Check phone country codes, email spelling and records that describe the same customer. Decide which record is authoritative before importing conflicting copies.
Test and reconcile
Import a permitted sample, inspect the resulting records and review any rejected rows. Correct the source file before proceeding with the remaining records.