Importing data to MagManager

Avatar
Help Desk Support
Follow

To import customers to MagManager you must use the supplied template. 

You can download the file from the bottom of this screen - look for MMTemplate.xls.  Or download it from the import customers screen in MagManager. (Settings > Import > Import Customers).

The required fields are Company Name, Address 1, Postcode, First Name and Surname. They cannot be left blank. The other fields are optional and can be left empty.

 
NOTE: The maximum records per spreadsheet file is 400.  If you have more than 400 records to import you will need to create separate files and upload them in batches.
 
Should you plan on bulk adding Company flags to your data after it has been uploaded, we recommend you plan your import so that all the clients in each batch will have the same flag applied to them. 
 

Importing Clients To MagManager

 
 
To import clients into MagManager you must be an admin user - Click on the gear icon, top right of screen > Under Import > Select Import Customers.
2024-12-31 11 51 18 import customers.png
 
Click in the box marked 'To upload a file either click or Drag and Drop a file here' select the file you want to upload.
mceclip0.png

MagManager will display the number of clients to be imported eg The blue button "Import 1 of 1 customers".

If there are any issues on your entries the import column will contain a red X, with a message in the Errors column.  To sort the listing to display any entries with errors, click the up/down arrow to the right of the Errors heading. You can either ignore these and only the correctly formatted entries will be imported or click “remove file” update your spreadsheet and try uploading your file again.

Once you are happy - click the blue button "Import 1 of 1 customers" to import the clients to your MagManager account. 

 

mceclip0.png

A green banner with the message Customer Imported will flash across the top of the screen.

mceclip1.png

 

Adding Flags to Imported Clients

The imported clients need to be added to a client list.  To do that go to the clients screen > Select the All tab > By default the clients are listed in import order - go to the page with the recently imported clients > select them by checking the box in the first column > Click 'Create List' top right of the screen > Enter a name for the list > Click Save.


To add additional clients to the same list > Select the clients > Click 'Create List' > Beside 'Add To List' select the existing list from the dropdown > Click Save. 


Advise support of the list name and the flag to be added to the list of clients.

For more details on how to create a client list click here

 

Importing Bookings To MagManager Bookings

Bookings can be imported by using the MMTemplate Booking spreadsheet (you'll find a link at the bottom of the page).  Once the data has been added send the spreadsheet to support@magmanager.co.uk and the team will import these for you. 

Have more questions? Submit a request

0 Comments

Article is closed for comments.