WhatsApp MarketingImports
Customers
Import customer accounts and segmentation attributes into ProConnect.
Overview
Customers are the business accounts your WhatsApp contacts represent. Import customers before contacts so each contact can be linked using the same customer reference.
Open Imports in the admin panel, select Import WhatsApp Customers, choose an import mode, then upload your CSV file.
Import modes
Add or update
- Adds new customers and updates matching references
- Leaves customers missing from the file unchanged
- Imports valid rows even when another row fails
- Replaces the segmentation attributes for each updated customer; when the file includes
NAME, it also replaces the saved name
Replace current list
- Replaces the current external customer list with the customers in the file
- Deactivates external customers missing from the file
- Rejects the complete import if any row fails
- Requires at least one customer row
Internal staff customer groups are not replaced or updated by customer imports.
Columns
| Column | Required | Description |
|---|---|---|
REFERENCE | Yes | Customer reference or customer number. References are case-insensitive and stored in lowercase. |
NAME | No | Customer name shown in the admin panel. |
| Any other | No | Additional customer attributes used for segmentation, such as REGION, DEPOT, or STORE_TYPE. |
The first row must contain unique, non-blank headers. Legacy CUSTOMER_NO and CUST_TRADING_NAME headers are accepted in place of REFERENCE and NAME, but do not include both versions in one file.
Example CSV
REFERENCE,NAME,REGION,STORE_TYPE
cust001,ACME Ltd,North,Retail
cust002,XYZ Corp,South,CafeDownload the sample customer CSV to use as a template.