Customer Import Tool Quick Reference Guide

Ben Gwyn
2023-10-20T18:42:11Z

Important things to know before importing customers into Biller Genie

The file size is limited to 1000 rows, so if you need to import a customer list that is larger, you will need to split it up into multiple imports.

Sub-accounts or sub-customers cannot be imported into Biller Genie. Because of this, all customers will be imported as parent customer accounts.

Duplication of customers can occur. The import tool will not overwrite any customers that already exist in Biller Genie and will not recognize if a record already exists. If a file is imported incorrectly and needs to be re-imported, you will need to delete imported customers from the file or edit each one individually in Biller Genie.

The column headers on the provided CSV template must be used.

When importing contacts from a spreadsheet (including files exported from Excel, and as a CSV) ensure that:

The file is CSV file type (any other file type will not be supported)

Column headers are in the first row.

Contacts are on Sheet 1 of the spreadsheet.

The spreadsheet doesn't have any formulas or charts.

The spreadsheet doesn't have any errors, such as #REF!, #NAME?, #N/A or #VALUE!.

To import a spreadsheet into Biller Genie, it will need to be formatted correctly.

Step 1
Download the Biller Genie CSV Customer Template from the customer import tool.

Step 2
Make sure that Sheet 1 of the spreadsheet is being used.

Step 3
Make sure that row 1 of your spreadsheet is not modified in any way. The column headers provided must be used for a successful import.

Step 4
Fill in your spreadsheet with your contacts' information. It's okay to leave any information that you don't have blank.

Note: The FirstName, LastName, and Active fields (Y or N) are required. If any are blank, the customer on that line in the CSV file will be skipped during the import. (See Customer Field Descriptions and Restrictions)

Step 5
If you're using Excel, save the spreadsheet as a CSV file and note where you save it. XLS and XLSX files are not supported.

Verify the CSV file

Before importing your contacts, it's important to review the information and make sure everything looks correct. If the import has any mistakes, it can be a lengthy process to manually correct or remove your imported contacts.

Step 1

Open the CSV file you saved and check it for accuracy.

Step 2
Double-check that your spreadsheet column titles in row 1 match the sample spreadsheet.

Step 3
Check the contacts, fill in any missing information, and correct any mistakes.

Step 4
Make sure the file doesn't exceed the 1000-row limit. If it does, split it into multiple import files.

Import your contacts

Now that the spreadsheet is accurate, it is time to import your contacts into Biller Genie.

Step 1
Sign in to Biller Genie.

Step 2
Click Customers in the left side menu. Then click Import Customers in the upper right.

Step 3
Click Choose File to upload the file from your computer. Choose the file, and then select Open.

Step 4
Click Upload file.

Step 5
A last-chance warning dialog box will pop up. Click Proceed.

Step 6
The results dialog box will pop up displaying the outcome of the import.

1. The number of successfully imported and/or skipped customers are listed.

2. Skipped customers will have the corresponding CSV row number +1 and the skip reason.

Step 7
Click Ok.

Step 8
You can now view your imported contacts inside Biller Genie and make any needed updates.

Step 9
Repeat steps 1 – 8 if multiple imports are needed.

Customer Field Descriptions and Restrictions

Import Field Name | Required? | Notes
Business Name | No | Special characters such as: or – are allowed

First Name

Yes

Only add the first name to this column.
Special characters such as: or – are allowed.

Last Name

Yes

Only add the last name to this column.
Special characters such as: or – are allowed.

Job Name | Yes | Special characters such as: or – are allowed.
Phone Number | No | No formatting restrictions.
Email | No | Cannot contain spaces, and must contain an at sign (@) and a period. Example: your_name@company.com.

CC Email

No

Cannot contain spaces, and must contain an at sign (@) and
a period. Example: your_name@company.com.

Other | No | This field is used for a customer ID external to Biller Genie.

Active

Yes

Must be Y or N
Y = Active
N = Inactive

Address | No | Used for street address.
City | No | The city of the customer.
State | No | The state of the customer.
Zip | No | The zip code of the customer.