PlanIt 360 Import Customers
Changing till or software usually means retyping your customer list, or
paying someone to. With PlanIt you export the list from your old system and drop the file in.
It doesn't matter where it came from: another till, a CRM, Sage, Xero,
QuickBooks, Invoice2go, or a spreadsheet you've kept for years. CSV, XLS or XLSX.
You don't tell PlanIt which system it was, and you don't match up
columns. PlanIt reads the headings and what's in them, works out which is the name, the mobile, the email, the postcode and the account number, and only asks about a column it genuinely can't place.
Before anything is saved you get a preview: how many customers are ready, which look like duplicates of customers you already have, and which need a second look. Phone numbers, postcodes and emails are tidied.
Anything PlanIt can't be sure of, like a broken email or half a phone number, comes in exactly as typed and is marked "Needs review", never guessed at. Duplicates are merged by filling in what's missing. Nothing you already hold is overwritten; anything that disagrees is kept in the customer's notes.
Columns PlanIt has no box for, like sales rep, price band or last order,
come with the customer as extra information. So do old balances, as a note of what the old system said, not as money owed.
Press Import and the customers are on every till. If it was the wrong
file, Import history undoes that import in one go, keeping any customer
you've used or changed since.
In PlanIt EPOS: CRM → Import customers.
In PlanIt Estimating: Customers → Import.
EPOS / till: epos.planitflooring.com
Estimating: app.planitflooring.com
Built by a flooring business, for flooring businesses.
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