Imports

Use Imports to bring an existing customer list into Zellbox in one go. Supports CSV and Excel (.xlsx). Field mapping is interactive — the importer guesses, you confirm.

Importing a customer list

1. Open Imports from the sidebar.
2. Click + New import.
3. Pick the file (CSV or Excel).
4. The wizard opens with three steps:
   • Pick fields — the importer auto-maps your column headers to Zellbox's customer fields (built-in + custom). Confirm or pick another field for each column. Unmapped columns are ignored.
   • Preview — see the first few rows resolved against the mapping so you can spot mapping errors before committing.
   • Run — starts the import in the background.
5. The importer processes rows in batches and reports progress live. You'll get a summary at the end: created / skipped / errored, with a downloadable CSV of any rows that failed.

For very large lists, split into multiple files — each import is one job.

Errors

Common failure modes that error a single row (the rest of the import keeps going):

• Invalid email — the row is errored, not created.
• Date parse failure — the date doesn't match the operator's locale. Either fix the input or change the operator's locale in Account → General.

Errored rows are returned as a CSV you can fix + re-import.