How to import a customer list

Importing your customers into Taplo is fast and intuitive. Just follow the steps below, and you’ll have your list uploaded in no time.

Step-by-Step Instructions

1. From the left-hand menu, click Sales, then select Customers.

2. On the Customers page, click Import Customers.

3. You’ll see a sample file showing how your CSV should be formatted. If you need it, download that sample and use it as a template.

4. Once your file is ready, click to upload it. Make sure your file includes a header row with fields like First

Name, Last Name, Email, Phone Number, Membership Level, and Consent to Critical SMS.

Taplo Sample File

5. After selecting your file, review it quickly to ensure everything looks right — especially phone numbers and consent fields.

6. Click Proceed to import, and refresh your page, and then Taplo will start processing your upload.

7. When the import completes, your customers will be added to the system and ready to use.