Importing Customers

The Import Customers feature in Squarebox makes it easy to add leads in bulk. You can upload a CSV file or use a Google Sheets URL, ensuring seamless and accurate data import into the system.

Before importing customers, it’s essential to ensure your data matches the structure of Squarebox. This involves creating Custom Columns that align with the fields in your CSV file. Follow these steps for a seamless import process.

Step 1: Prepare Custom Columns

Create Custom Fields:

Use appropriate input types (e.g., Text, Number, Date, Checkbox) to match your CSV structure.

Example:

Budget Range → Number

Site Visit Date → Date

Lead Owner → Text

Screenshot of a completed Custom Columns list.

Ensure Consistency

Match the names and types of these fields with the headers in your CSV file. For instance, if your CSV has a "Budget Range" column, create a corresponding custom column in Squarebox with the same name.

Step 2: Choose Import Method

Once your custom columns are ready, proceed to import your customer data.

1. Upload a CSV File:

   • Click on Import in the Customers section.

1. Use Google Sheets URL:

   • Ensure your Google Sheet is publicly accessible.

   • Copy the public link and paste it into the URL input field.

Step 3: Map Columns

1. After uploading the file, the system will display a mapping interface:

   • The left side shows your file headers.

   • The right side displays Squarebox fields, including default and custom columns. (Insert a screenshot of the column mapping screen.)

2. Match each column in your file to the correct Squarebox field:

   • Default Fields: Name, Mobile, Email, Tags.

   • Custom Fields: Map your custom CSV headers (e.g., Budget Range, Lead Owner) to their corresponding Squarebox custom columns.

3. Mandatory fields like Name and Mobile must be mapped to proceed.

Step 4: Handle Duplicates

Once the data is processed, Squarebox will check for duplicates based on the Mobile or Email fields.

• If duplicates are found, choose one of the following options:

  • Override: Update the existing record with new data.

  • Ignore: Skip the duplicates and only add new records.

Step 5: Verify Imported Data

• Go to the Customers section and review the imported data.

• Check if all fields, including custom ones, are mapped and populated correctly.

• Use filters to locate specific groups of customers or check the tags.