1 · Upload a CSV
Columns are matched by header name. name is required; email, phone, joined_on, points, notes are picked up when present, and common spellings (“Customer”, “E-Mail”, “Member since”, “Balance”) are understood.
Columns are matched by header name. name is required; email, phone, joined_on, points, notes are picked up when present, and common spellings (“Customer”, “E-Mail”, “Member since”, “Balance”) are understood.