{"id":1343,"date":"2024-07-08T20:05:53","date_gmt":"2024-07-09T01:05:53","guid":{"rendered":"https:\/\/help.yaku.app\/sin-categorizar\/how-to-import-customers-with-excel\/"},"modified":"2026-01-05T19:32:17","modified_gmt":"2026-01-06T00:32:17","slug":"how-to-import-customers-with-excel","status":"publish","type":"post","link":"https:\/\/help.yaku.app\/en\/system-modules\/clients\/how-to-import-customers-with-excel\/","title":{"rendered":"How to import customers with Excel?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">In this tutorial, we will learn how to import customers into Yaku.app. Follow the steps below:<\/h2>\n\n<p class=\"wp-block-paragraph\">1. Go to the &#8220;Customers&#8221; module in the platform.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"543\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/lsSgjXT4SC-1024x543.png\" alt=\"\" class=\"wp-image-226\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/lsSgjXT4SC-980x520.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/lsSgjXT4SC-480x254.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">2. Click the &#8220;Import&#8221; button<\/p>\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" data-id=\"227\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/9UUZH5_k3_-1024x469.png\" alt=\"\" class=\"wp-image-227\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/9UUZH5_k3_-980x449.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/9UUZH5_k3_-480x220.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n<\/figure>\n\n<p class=\"wp-block-paragraph\">3. A form will open with the steps to follow to import the customers you want in bulk. Read the instructions carefully and follow them:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/oeuhaE2vxE-1024x575.png\" alt=\"\" class=\"wp-image-228\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/oeuhaE2vxE-980x550.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/oeuhaE2vxE-480x270.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><strong>Step 1 &#8211;<\/strong> <strong>Download template<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">  &#8211; Download the template file using the &#8220;Download&#8221; button. <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"420\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/jHC9XbC15M-1024x420.png\" alt=\"\" class=\"wp-image-229\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/jHC9XbC15M-1024x420.png 1024w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/jHC9XbC15M-980x402.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/jHC9XbC15M-480x197.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">&#8211; There you will get an Excel file named &#8220;Customers&#8221; that we have created for you to enter all the information of all the customers you want to upload to Yaku.app<\/p>\n\n<p class=\"wp-block-paragraph\"><em>(you can find this file in the folder you have set up to receive Downloads on your computer)<\/em><\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"294\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/HSWiuRr99O-1024x294.png\" alt=\"\" class=\"wp-image-230\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/HSWiuRr99O-980x281.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/HSWiuRr99O-480x138.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">&#8211; Fill in each cell with the respective data for that customer for that column. If you have doubts about any information, you can go back to point 3. On the main screen of &#8220;import customers&#8221; you will have information about each specific column<\/p>\n\n<p class=\"wp-block-paragraph\">&#8211; When the file contains all the information for all customers, save it <\/p>\n\n<p class=\"wp-block-paragraph\">&#8211; It is worth noting that the last column of the file contains a field to enter the Coordinates of the Customer&#8217;s Address. For example: 17.0788243,-96.7207259<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"230\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/JgTN7VVGco-1024x230.jpg\" alt=\"\" class=\"wp-image-231\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/JgTN7VVGco-980x220.jpg 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/JgTN7VVGco-480x108.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><strong><br\/>Step 2 &#8211; Upload file(s)<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">&#8211; Go to the folder where the file is and with a sustained click, drag the file to the file upload box. If you have dragged the file correctly, you will see a blue box with the file&#8217;s size and name.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/sDAeKmRXL-1024x372.png\" alt=\"\" class=\"wp-image-232\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/sDAeKmRXL-980x356.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/sDAeKmRXL-480x174.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">&#8211; Then press the &#8220;upload&#8221; button to tell the system to start the process of importing the customer information loaded in the Excel file. <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/iGyy3zxZLq-1024x372.png\" alt=\"\" class=\"wp-image-233\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/iGyy3zxZLq-980x356.png 980w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/iGyy3zxZLq-480x174.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><strong>Step 3 &#8211; Import file(s)<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">In this step, the files have already been imported and you will see a confirmation from the system that the customers have been successfully imported<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"906\" height=\"373\" src=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/zjA73-Wpc7.png\" alt=\"\" class=\"wp-image-234\" srcset=\"https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/zjA73-Wpc7.png 906w, https:\/\/help.yaku.app\/wp-content\/uploads\/2024\/07\/zjA73-Wpc7-480x198.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 906px, 100vw\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">Finally, go back and check the customer list to verify that they have been successfully imported. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this tutorial, we will learn how to import customers into Yaku.app. Follow the steps below: 1. Go to the &#8220;Customers&#8221; module in the platform. 2. Click the &#8220;Import&#8221; button 3. A form will open with the steps to follow to import the customers you want in bulk. Read the instructions carefully and follow them: [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[44],"tags":[],"class_list":["post-1343","post","type-post","status-publish","format-standard","hentry","category-clients"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.8 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to import customers with Excel? - Yaku Centro de Soporte<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.yaku.app\/en\/system-modules\/clients\/how-to-import-customers-with-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to import customers with Excel?\" \/>\n<meta property=\"og:description\" content=\"In this tutorial, we will learn how to import customers into Yaku.app. Follow the steps below: 1. 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Go to the &#8220;Customers&#8221; module in the platform. 2. Click the &#8220;Import&#8221; button 3. A form will open with the steps to follow to import the customers you want in bulk. 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