Import Customers Using Non-Default Template

This user manual follows MyAccount format for the navigation side menu. Please contact Support (Heartland Support / Payments Manager+) to enable/disable MyAccount format.

Step 1

From the Metrics Dashboard, click Customers+.

Step 2

Click the Import Customers button.

*Click here if you wish to import using DEFAULT template.

Step 3

Import Records slide-out modal will appear.

Step 4

Click Upload CSV and select invoice non-default file from your computer.

To guarantee that your Customers are imported to the system, please take note of the upload capacity per file: up to 500 records only.

Step 5

Once file has been processed, Column Mapping slide-out modal will appear.

Step 6

Match system fields to columns from uploaded .csv file.

Step 7

Click Save Mapped Columns button.

Step 8

Click Upload button after reviewing and confirming records to import.

Make sure that the email address from the imported .csv file are all unique as the system will flag it as a duplicate record.

Step 09

You will receive a prompt to confirm importing file. Click OK.

A success message will appear once uploaded file has been successfully added to import queue.

Step 10

Click OK and refresh the page.

Step 11

View the list completed imports by clicking the button as shown below.

Step 12

Click the completed import to view the results.