Launchpad
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      2. Connex Ecommerce Integrations Guide
      3. Launchpad

      Launchpad: How do I import customers from a spreadsheet?

      Use spreadsheets to quickly import customers

      How do I get a spreadsheet of products to import?

      In this example, we will use QuickBooks Enterprise:

      1. In QuickBooks, go to lists > item list.
      2. On the bottom menu, click export.
      3. You need to rename the columns:
      Launchpad QuickBooks
      SKU Item
      Description Description
      Manufacturer MPN
      Barcode Barcode

      Remove all other columns.

      How do I get a spreadsheet of customers import?

      In this example, we will use QuickBooks Enterprise:

      1. In QuickBooks, go to customer center.
      2. On the top menu, click export.
      3. You need to rename the columns:
      Launchpad QuickBooks
      Company Company
      Name Name
      Remove First name
      Remove Last name
      Remove Primary Contact
      Remove M.I.
      Email Main Email
      Phone Main Phone
      BillToAddress1 Bill to 1
      BillToAddress2 Bill to 2
      BillToAddress3 Bill to 3
      ShipToAddress1 Ship to 1
      ShipToAddress2 Ship to 2
      ShipToAddress3 Ship to 3
         

      Line 3 of the billing and shipping address contains the city, state and zip. Our software will break out this fields accordingly. There is no need for a country code.

      Launchpad

      Once you get the spreadsheet, import it:

      1. In Launchpad, click customers on the left.
      2. On the right, click the ellipsis.
      3. Click import CSV.
      4. Import the CSV from QuickBooks.