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Importing and exporting your customers to Excel

Youri Teijema
Edited:

Export your member list to Excel and import new profiles to you customer base as explained below. Make sure you immediately have all your email addresses and data in your Resengo.

In this article:

Export Members to Icon Excel

  1. Go to Icon > Members > Member list.
  2. Make a selection of the profiles whose data you want to export. You do this by filtering via the fields above the columns.
  3. If you wish to export all profiles, click at the top left on Search. 
  4. Click on the excel.svg Excel icon to export the selection of profiles.
Tip

You can still choose the fields to be exported by clicking . at the top of the page Icon clicking and indicating the desired fields in the column of Excel.

Import members 

  1. Go to Icon > Members > Import.
  2. click on the gear and check in the column under Excel/Print  which fields you want to import.
  3. Then click on Export Excel template.
  4. In the generated Excel file enter the necessary information and put yourself in front of each member the PersonID column at 0.
  5. Make sure the name of the tab to be imported is called PersonList and you save it as .xls file (no .xlsx).
  6. Then you go back to Icon > Members > Import.
  7. Click on Choose file and select your file.
  8. Click load file and read data.

 

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