Import

Import customers

Table of Contents

Steps to import clients to MagManager Steps to add flags to imported clients Importing bookings to MagManager

To import customer data to MagManager you must use the supplied template.

You can download the file from the import customers screen in MagManager. (Settings > Import > Import Customers).

The required fields are Company Name, Address 1, Postcode, First Name and Surname. They cannot be left blank. The other fields are optional and can be left empty.

NOTE: The maximum records per spreadsheet file is 400. If you have more than 400 records to import you will need to create separate files and upload them in batches.

Should you plan on bulk adding Company flags to your data after it has been uploaded, we recommend you plan your import so that all the clients in each batch will have the same flag applied to them.

Steps to import clients to MagManager

Only admin users can import clients to MagManager.

Step 1 - Go to the main settings page.

Step 2 - Under Import > Select Import Customers.

Step 3 - Click in the box marked 'To upload a file either click or Drag and Drop a file here', and select the file you want to upload.

Step 4 - MagManager will display the number of clients to be imported eg The blue button "Import 1 of 1 customers".

If there are any issues on your entries the import column will contain a red X, with a message in the Errors column. To sort the listing to display any entries with errors, click the up/down arrow to the right of the Errors heading. You can either ignore these and only the correctly formatted entries will be imported or click “remove file” update your spreadsheet and try uploading your file again.

Once you are happy - click the blue button "Import 1 of 1 customers" to import the clients to your MagManager account.

A green banner with the message Customer Imported will flash across the top of the screen.

Steps to add flags to imported clients

The imported clients need to be added to a client list. To do that go to the clients screen > Select the All tab > By default the clients are listed in import order - go to the page with the recently imported clients > select them by checking the box in the first column > Click 'Create List' top right of the screen > Enter a name for the list > Click Save.

To add additional clients to the same list > Select the clients > Click 'Create List' > Beside 'Add To List' select the existing list from the drop-down > Click Save.

Open the client list > Locate Assign Flag(s) drop-down and click to select the flag(s) > Click Save.

Importing bookings to MagManager

Bookings can be imported by using the MagManager booking import spreadsheet. Contact support should you require the template. Once the data has been added to the spreadsheet, send the spreadsheet to support@magmanager.co.uk and the team will import these for you.

Import customers Set historical bookings as invoiced