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Import customers from a spreadsheet

Bring your customer list into Ormi from a CSV or Excel file, matching columns and deciding what to do with customers you already have.

Import the file

Go to Customers, open the More actions menu, and click Import.
Drop your file in, or click to choose it. Use Download a sample file if you want a template.
Under Match your columns, pick the Ormi field for each column, or Don't import. Last name is required.
Choose what happens when a customer is already in Ormi: Skip it or Update it with the file's details, matched on email or phone.
Click the import button. It shows the row count, for example Import 250 rows.

Ormi shows how many rows were Added, Updated, Already there and Need fixing.
Click Download problem rows to get the rows that failed, fix them, and import that file.

Rows show under Need fixing.: Download the problem rows. Each one says what is wrong, usually a missing last name or a badly formatted phone or email.
My file is bigger than 10 MB.: Split it into smaller files and import them one after another.

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise: