Bulk Customer Import

If you have an existing customer database, you can import your customers into Pointa using the customer import template.

Go to Settings > Import

Select Download to download the Pointa import templates.

Use the customer import template only. Do not change, move, rename, or delete the column headings. Add customer data below the existing headings, then upload the completed .xlsx file under:

Import Customers

Imported customer fields include names, gender, date of birth, email, phone numbers, and address fields.

Imported customers are not automatically opted in for promotions. Review customer communication preferences after import if the business intends to use promotional email or SMS.