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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.
Next, select either Customers to import customer profiles or Credit Cards to import payment information. 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.
You can export your Customers to export the following details:

  • The Customer Code
  • Business Name
  • Contact Name
  • Billing Information
  • Shipping Information

Or Credit Cards to export:

  • The Customer Code
  • Customer Names
  • Date Created
  • Date Updated
  • Date Last Used
  • Expired - Yes or No
  • Last Four Digits of the Card Number
  • Card Token

Or Customer Card Count to export:

  • The Customer Code
  • Number of Cards on File

Click on the option you would like.
Next, click on the export file type you want.
Confirm the email address is correct. This field is pre-filled with the email address for your account, you can edit it if needed. This is the address the report will be sent to. Click on Export.

A .CSV file will be emailed to the address you entered once the report is ready.

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

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