Hippo Posted December 1, 2017 Share Posted December 1, 2017 Hi there! I'm a new user of Loyverse POS. Trying to figure out the functionality... I have a question. How to add new customers to CSV file. I strictly follow the help instruction it doesn't work, when I make IMPORT to the Back Office. Any advice? Link to comment Share on other sites More sharing options...
Andy Posted December 1, 2017 Share Posted December 1, 2017 During import at the back office, there is a report of brakes and warning signs. You have to read them and change mistakes in your CVS file carefully.This is an example of error messages:It is said where and what is wrong. Link to comment Share on other sites More sharing options...
Jacob Posted December 2, 2017 Share Posted December 2, 2017 There is another option even more simple - to use Google disk to work with the CSV documents. It is easily downloads, edited and loaded back. Link to comment Share on other sites More sharing options...
LCPT Posted January 8, 2018 Share Posted January 8, 2018 I exported my customer base to modify their point balances, then imported into loyverse. However, there is no data in the column "Purchase amount" of my clients. My CVS file is correct, even I imported the backup file but "Purchase amount" is always 0 or a random number. Link to comment Share on other sites More sharing options...
monica Posted April 1, 2018 Share Posted April 1, 2018 When you are importing is better to not upload a big number of customers. Also is recommended to use a template for the customer database (the first 6 columns can be edited) Customer ID, Customer name, Email, Number, Points balance, Note. Only these 6 columns can be edited. Link to comment Share on other sites More sharing options...
ava Posted April 1, 2021 Share Posted April 1, 2021 I need to import customer in UTF 8 format because customer's names are in Thai so I need to save as CSV UTF-8 then upload the file in loyverse but It say " File error File contains incorrect data in the titles of columns. Make sure you use the same format as the template file " If I save it without UTF-8 all customer's names will be like ??? Link to comment Share on other sites More sharing options...
Georg Posted April 1, 2021 Share Posted April 1, 2021 Hello, dear Ava I suggest you to use Google Sheets or Libre Office to open exported CSV file. It will open your exported file correctly and you will import it back without any problems. Please, follow one of these tutorials: How to Open CSV File in Google Sheetshttps://help.loyverse.com/help/how-open-csv-file-google-sheets How to Export Data from Reports and Open in LibreOfficehttps://help.loyverse.com/help/export-libreoffices Link to comment Share on other sites More sharing options...
ava Posted April 3, 2021 Share Posted April 3, 2021 On 4/1/2021 at 6:17 PM, Georg said: Hello, dear Ava I suggest you to use Google Sheets or Libre Office to open exported CSV file. It will open your exported file correctly and you will import it back without any problems. Please, follow one of these tutorials: How to Open CSV File in Google Sheetshttps://help.loyverse.com/help/how-open-csv-file-google-sheets How to Export Data from Reports and Open in LibreOfficehttps://help.loyverse.com/help/export-libreoffices hi Georg, thank you I will try 1 Link to comment Share on other sites More sharing options...
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