Whilst Telstra Trades Assist can import data directly from Xero and MYOB, if you’re using another software package or keep your customers in a spreadsheet, you can use the built-in CSV import tool to add your customers in bulk and skip having to manually enter them one at a time.
This article shows you how to import customers using the Telstra Trades Assist CSV template.
Tip: CSV stands for comma separated values and is a simplified file format that contains a list of data, similar to a spreadsheet or database.
Reviewing Data Quality
Before you import customers, it’s important to review your customer data to see if there is any important information missing. Click here to learn what to look for when reviewing your data and what the impacts of incomplete or misaligned data will have within Telstra Trades Assist.
Copying your Customer Data into the CSV File
- Click from the Side Menu
- Click from the expanded menu
- Open the document in Excel
- Click to allow changes to be made
- Highlight all the information apart from the titles at the top and delete the example information
The fields should now look like the image below
- Fill out information on the excel spreadsheet (you can either manually enter this information or copy/paste it from a CSV export from your existing system, list, etc.)
Tip: The only fields which if left blank will prohibit the customer record from being created in Telstra Trades Assist are commercial/residential, customer or business name and primary address information. If information such as Primary Contact Phone and Primary Contact Email are misaligned this can also cause the customer record to be rejected when being imported.
Tip: if you have a commercial customer for which you don’t have a primary contact, you can simply use the business name again in the primary contact field.
- Once all your customer data has been entered and the fields are complete click
- Select where to save the file (we recommend the Desktop to easily find it for the next steps below)
- Click the drop down over the file type
- Change the file type to .
- You can name the file anything you like, however there’s no problems if you leave the name as “TTA_Customers_Upload”
- Click from the alert window which appears
You’re now ready to import your Customer data into Telstra Trades Assist
Importing Customers using CSV Import
Once all your Customer records are copied into the Telstra Trades Assist CSV file, following the steps above, you’re ready to import them
- Within Telstra Trades Assist return to the Import Customers section as seen in steps 1 – 2
- Now you can either click and drag the file you just saved onto or if you click the section on the right it will allow you to search your local files for the file
- When the import starts, a new webpage/tab will open displaying the status of the import, including showing which lines have errors. A customer that has been imported successfully will show “OK” at the end of each line. If there are lines with errors, continue the steps below.
Tip: The upload should only be used to get your existing customers entered into Telstra Trades Assist. New customers and edits to customers should be created/completed within Telstra Trades Assist going forward. If you attempt to re-import the CSV file with changes, the changes will be ignored. If you change a customer or business name, it will then create a duplicate record.
- If a Customer hasn’t been imported it is either because it is missing an essential piece of information, or some data is misaligned. Return to step 7 and review any Customers skipped.
Tip: You can also create any customers manually within Telstra Trades Assist that weren’t imported. Click here to learn how to create a customer using the admin console.
- Once imported, all your customers will be displayed by clicking from the Side Menu, as well as being visible on the iPhone or iPad app