Customer lists can be imported and exported in the “Customers” section of your admin.


In this article, we will cover:

  • Importing customers

  • Exporting customers

Importing customers

Customers can be imported in a .csv file format. You can download a sample customer .csv here, or find it in the attachments section below.

Aside from the PodiumIO customer .csv format, the following customer .csv formats are also supported:

Below is an overview of each field in the PodiumIO .csv:

Column

Definition

Status

Customer No

This is the customer number field. If this is your first time importing a specific customer into your account, leave it blank – one will be generated for you.

Optional

Email Address

Email addresses are used for updating customers about their bookings.

REQUIRED

First Name

The first name of your customer.

REQUIRED

Last Name

The last name of your customer.

REQUIRED

Gender

The gender of your customer. Currently, the only available values are female, male, or unspecified.

Optional

Address1

The street address of your customer.

Optional

Address2

The second address line of your customer.

Optional

Address Unit

The apartment number, unit, or suite of your customer.

Optional

City

The city of your customer.

Optional

Province/State

The province or state of your customer must be written out. For example, New York, as opposed to NY.

Optional

Country

The country of your customer must be written out. For example, United States, as opposed to US.

Optional

Postal Code/Zipcode

The postal code or zip code of your customer.

Optional

Phone Number

The primary phone number of your customer must be entered along with the proper country code. For example, +1 (123) 456-7890, where +1 is the country code for Canada and the United States.

Optional

Mobile Number

The mobile number of your customer. The mobile number must be entered along with the proper country code. For example, +1 (123) 456-7890, where +1 is the country code for Canada and the United States.

Optional

Timezone

The timezone of your customer must be written out. For example, Eastern Standard Time, as opposed to EST

Optional

Language

The preferred language of your customer. Communications made out to the customer will be in the language of choice. Currently, the only accepted values are English, French, or Unspecified.

Optional

Once you’ve prepared your .csv file:

1. Go to the “Customers” section of your admin. Under actions, click “Import Customers” in the top-right corner of the screen.

Import your customers to PodiumIO

2. Select or drop a file to import, and then click “Import now”.

Select or drop a file to import customers

3. You will be redirected to a page with your import history, where you will be able to see your new import, along with the status. It can take up to 30 minutes for the import to complete.

PodiumIO page with your customer import history

Exporting customers


1. Go to the “Customers” section of your admin, and click “Export Customers” in the top-right corner of the screen.

Export your customer data from PodiumIO

2. Select the format you would like to export. You can choose from:

  • Google .csv format

  • Outlook .csv format

  • PodiumIO .csv format

Export your customer data in different formats

3. Your export .csv will download automatically.

Related Resources 

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