Importing, exporting and Customer List Questions?
So you've just signed up as a new business with Fitli and need to import your customers - or you're an existing business and want to obtain your customer list - how do you do that? It's easy! Here's how.
Exporting your Customer List FROM Fitli:
Log in to your business account, and click on "Customers" at the top menu. Then, based on any sorting or filters you've applied (or haven't applied), clicking the "Export to CSV" button will download your customer list to your computer, phone, or tablet. Then use your favorite spreadsheet program (Excel, Sheets, Numbers, Google Sheets, etc.) to open the file.
Importing Your Customer List To Fitli:
If you're a current customer, or just signing up, there are two ways you can get your customers into Fitli. The first is by adding them manually, but we know that it can take time if you've got a long list. We support loading/importing of your customer list - but due to the fact that we need to verify data before it's loaded, we ask that you email it to us at support@fitli.com. We typically have a 1-2 day turnaround time, after some back and forth questions over email, to load your customer list.
The format for your customer list is pretty simple: Excel or .csv file First name, last name, birthdate, mobile phone, email address etc. We support additional/extended data including address, emergency contacts, "notes", etc!
Notes:
- The email address should be 39 characters or less.
- Once your customers are imported, they'll receive an invitation email to join fitli. If you don't want them or some of them to receive the invitation email, simply add a column with the title "Send Email?" Enter yes, if you want your customers to receive the invitation email, otherwise, enter no).
Here's a sample:
When done, just email it to us, and we're happy to get started! Any questions, contact us at support@fitli.com.
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