Importing Customers via CSV Files

Importing Customers via Excel File

Importing your Customers via Excel file

When businesses are moving to Hike POS, rather than having to manually create all their data – products, customers & suppliers – it may be preferable to have all information stored onto a spreadsheet, that can then be imported into Hike.

This requires an Excel file, a common spreadsheet or database, and is a popular option for many businesses – existing and new – to utilize when establishing their product base in Hike, especially when it contains many items.

When performing an Excel file import into Hike, there are two options retailers can choose from:

  1. Download Hike’s file template and insert your existing data into the template’s fields.
  2. Import your own Excel file and map the relevant fields during the activation process.

On this page we’ll run you through the steps needed to import your Customers list – using either option - as well as troubleshoot any errors that may arise during the process.

Note: Hike recommends you download our template instead of importing your own file as there may be formatting issues or errors on things like column headings. Also, if you use importing to update the customer information, please make sure you have assigned emails to the customers and have the same emails in the file to import. Otherwise, it will create duplicate customers.

How Does It Work?

Simply put, when you import an Excel file into Hike, the system will automatically look for some of the most common import errors in your Excel file before importing the entire contents of the spreadsheet into your store.

These errors can often be seen in column headings and/or mandatory fields that have been left blank, and if present, Hike will inform you of the exact problem, and you’ll be able to fix the problem on the screen itself.

Find out more about troubleshooting any Excel import errors here

Option 1: Download & Use Hike’s Customers Excel Template

To begin, select Customers from the Hike menu, and navigate to the Customers screen.

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On the Customers screen, click on the IMPORT button.

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Click on Download our Import File Template Here. This will commence the download of Customers.xlsx file.

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Once the download has been completed, open the file.

The spreadsheet will appear as blank, except for the column headings that you will need to populate to successfully import your data across.

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Note: If you have already added customers onto Hike itself, those customers will also appear on your downloaded Customers template. Do check however, that all your customers have been added and create entries for those that are not on the Excel file.

From here, you will be able to fill in the columns with your customers list. You can add, delete any column headings as per your store’s requirement. For a full list of the column headings, check out our guide.

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Once you have completed filling in your Customers, save the file and upload it into the Import screen in Hike.

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A new window will then slide out with two columns:

  • On the left is the column headers in your file (Data Field in your File)
  • On the right are the column headers that Hike uses. (Corresponding Data Field in Hike)

As you have downloaded the template directly from Hike, the fields should automatically map with their corresponding value, but it’s always good to double-check and edit any that are incorrect by using the drop-down box.

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Once you have finished, select Continue.

When done, a Record Log will appear of the customers that have been imported. If there are fields that have been incorrectly mapped, select Edit Column Mapping and you will be taken back to the mapping screen.

But if everything lines up, click on Connected & Validate to commence the upload.

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Hike will then check your file, import successful entries and make a list of any unsuccessful entries. You will be taken back to the Import/Export screen, and under the Import Log you will find the status of your Customers sync.

If the import has been successful it will be shown as Processed.

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If the import has not been successful however, the status will ask you to View and Fix errors, which you will need to select to troubleshoot.

Find out how to troubleshoot Excel files here.

Option 2: Using Your Own Excel File

If you don’t want to use Hike’s template, as you already have your own Excel file, then importing that into Hike POS is just as easy.

Just like you would with a downloaded Hike Excel template, use the Import function to upload your own customers Excel file.

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Once you have uploaded your Excel file, you will be asked to map the column headings to the corresponding data fields in Hike.

Your column headings on your Excel file may look different to those suggested in Hike, however referring to Hike’s column headers and linking how your own headers fit with Hike’s can make the mapping process so much easier

Note: Only the data fields that have appeared in your Excel file will be listed.

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Use the drop-down box to match each data field on your CSV file to Hike.

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Once you have mapped all the fields, select Continue.

You will be asked to give your mapping a Template name. Next time you import an Excel file, you can use this saved template and Hike will automatically fill in the fields for you.

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When done, a Record Log will appear of some of the items that have been imported. If there are fields that have been incorrectly mapped, select Edit Column Mapping and you will be taken back to the mapping screen.

But if everything lines up, click on Connected & Validate to commence the upload.

Note: Your Record Log will appear in the style of Hike’s template. Any blank columns may be worth considering adding into your Customers manually, if such details are available.

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You will then be taken back to the Import/Export Screen, and under the Import Log you will find the status of your import.

If the import has been successful it will be shown as Processed.

Note: If you have a large number of customers to import, the syncing process may take some time. Keep clicking on the Refresh button to see if your Excel file has successfully imported.

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If you want to manually add details to your customers, you can do so from the Customers screen

If your status appears as showing errors, you will need to troubleshoot the problem.

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Guide to Excel Spreadsheet Customers Column Headings

This guide describes what each of the column headers on Hike’s default template means. There is only one mandatory field – Email Address.

Customer ID
If you have Customer ID’s associated with each customer you add to the system, enter that here.
Customer Code
If your customer has a Customer Code, enter that value here. This will appear as Customer Code on your Customer Details screen in Hike POS.
First Name
Enter the First Name of your Customer.
Last Name
Enter the Last Name of your Customer.
Company
The name of the Company/Business your Customer belongs to.
Phone
The phone number of your Customer.
Email
The email address of your customer. This is a mandatory field. Without an email address, the customer will not be able to sync to your e-Commerce channel. Hike recommends that if you do not have the email address of the customer that you use [CustomerFirstName].[CustomerLastName]@email.com, as a placeholder.
Allow Loyalty
Mark this field as TRUE if the customer is enabled to use Hike Loyalty Points. Mark as FALSE if not.
Gender
The gender of your customer
Date of Birth
The date of birth of your customer.
Current Loyalty
Enter the numerical value of how much loyalty points are currently assigned to a customer, if any.
Total Loyalty
The totally number of loyalty points a Customer has accumulated.
Credit Limit
If your customer has a Credit Limit with your store, you will enter that here. Find out more about Credit Limits in Hike POS here
Credit Balance
If your customer has Credit Balance to use for the next time he/she purchases an item, you will see it here. Find out more about Credit Balances in Hike POS here
Address
The following fields are related to the Address of your Customer.
City
The city of your Customer.
State/Region
The State/Region of your Customer.
Country
The Country of your Customer.
Post/Zip Code
The Post Code/Zip Code of your Customer.
Customer Group Name
If your customer belongs to a customer group in Hike, you can enter that name here and they will automatically be added to that group. Find out more about Customer Groups in Hike
Notes
Here you can enter any related notes about your Customers. This will be seen in the Notes section in the Customer Details screen in Hike.

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