Skip to main content (Press Enter)
Helcim Logo
Click here if you return to contents

How to Import and Export Customer Data

Importing customer data can save you time on manual data entry, and help you avoid data errors.

Importing Customer Data

To import customer data into your Helcim Account click on Import / Export under Customers. Select the file type that you will be importing and click Next Select the file you want to import by clicking Browse.

If this is your first-time importing customer data into your Helcim Account, download the Sample File to see how the data needs to be formatted.

Review the data that is going to be imported, and if everything is correct click Confirm, if you need to make any changes you can click Back A confirmation message will confirm the data has been imported.

Exporting Customer Data

To export customer data from your Helcim Account click on Import / Export under Customers. Next, click on the export option you would like.
Finally, specify the date range of customer data you would like to export, if you do not want to specify a date range, you can click Clear.

Click on Export.

If you are importing and exporting customer data to QuickBooks, please note that for the data to be properly read and understood by QuickBooks, you need to ensure that you import your data from QuickBooks to Helcim, then export your changes from Helcim to QuickBooks or QuickBooks will be unable to recognize the changes and additions to data. For example: A customer created in Helcim's Customer Manager cannot be exported into QuickBooks, but a customer created in QuickBooks can be exported into Helcim where you can then edit and update the customer information before exporting the customer profile back into QuickBooks.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

Was this article helpful?

Feedback submitted - Thank you!