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Importing and exporting customers

Learn how to import and/or export your customers
Written by Mony
Updated 3 weeks ago

Importing your customer data into Maidily:

You can import your customer data from any other system into Maidily by following the directions below:

  • Go to Settings -> Export/Import:

  • Download the customer import data sample template:

  • Take a look at the sample data on the download template and make sure that your data matches accordingly

  • Once you save your CSV file down (must be a CSV file) you can import it back into Maidily by. Click on 'Choose File' and select the CSV file with your data from your computer:

  • Once your file is uploaded click on 'Import'

All set! Once the import is successfully you will see your customer data appear in Maidily.

Exporting your customer data into Maidily:

You can export your customer data Maidily by following the directions below:

  • Go to Settings -> Export/Import:

  • Click on the 'Export all' button:

All of your customer data will be downloaded to your computer in a CSV file format.

All set!

Have questions? Need more? Email us: help@maidily.com

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