- Download the template CSV file from (this link) or from the console (Customers -> Import/Export)
- Fill in your customers information in the correct columns and rows using the below format.
CSV Template Details
| Title | Description | Required? | Sample Data |
|---|---|---|---|
| dial code | the customer’s country code. Must be a valid country code | Yes |
966 or 971
|
| phone | The customer’s phone number. | Yes | 05xxx45678 |
| name | The customer’s name. | Yes | Ali |
| gender | The customer’s gender. | No |
MALE or Female
|
| The customer’s email. Must follow the format “xxx@mail.com” | No | Ali@mail.com |
|
| birth date | The customer’s date of birth. Must follow the format “YYYY-MM-DD” | Yes | 1995-02-02 |
| delivery zone reference | The reference of the delivery zone which the customer's address belongs to. You should create a delivery zone first from Manage > More > Delivery Zones. | No | d001 |
| address name | The name of the customer's address. | No |
Home or Work
|
| is loyalty enabled | If enabled, the customer will get loyalty points based on your loyalty settings. You must enable Loyalty first from Manage > More > Settings. By default it's No
|
No |
YES or NO
|
| is house account enabled | If enabled, the customer will be able to use House Account payment method and use credit/debit features. By default is's No
|
No |
YES or NO
|
| house account limit | The credit limit of a customer, must be a number, and is house account enabled must be set to YES. |
No | 2500 |
| is blacklisted | If set to YES, the customer will be blacklisted to alert the Cashier. By default it's No. |
No |
YES or NO
|
Saving Import files as CSV / UFT-8 Format
In the program you're using (e.g. Microsoft Excel) Choose Save As, then select Save as CSV UTF-8 (.csv) file format.
> Important: You must insure the Character Set Encoding is UTF-8.
Otherwise, some characters that are created with Microsoft Software may not display correctly, due to incorrect Character Set Encoding. For example you may see:
- José, Instead of José
If you see these invalid Characters in your CSV file then save your file in UFT-8 Format, or Upload your Modifier Options then Edit Option Names in Foodics to replace the incorrect characters from the console.
Import your CSV file to The Console in (Customers) page.