Customer CSV Upload + export#20

The ability to upload an existing database of customers would be a huge timesaver instead of having to re-enter all the data.

Can you please make it individual CSV to upload or export rather than the whole summary in one page?

can you please have a backup option that suites ur app only .once backedup u can restore easily as it was on other devices or once logged in to bookipi account , a restore backup pop up appears.
an option to save database on google drive ore microsoft onedrive.

This would be a great almost necessary feature

You should also enable your customers to export transactions (invoices, and credit notes) for custom reporting purposes. Any standard system offers this possibility.

Export customers list ?

Good day, I believe everything is sorted

Thanks
Myllord

Can we send documents as pdf it would be great also if we can send to print list of customers

I have been using bookipi for more than 3 years and subscribed to premium
This feature is very essential and even if you make it available for extra payment
But taking more than 2 years to discuss this is very long and disappointing

Hi everyone,

We released the feature to be able to import customers with a CSV file on Bookipi web.

You’ll find this if you navigate to CRM > All Customers > Add Customer “+” > Add multiple.

From here you can download a sample CSV file and reupload the CSV to import many customers at once.

As this post also requests a CSV export, I have created a separate post for exporting here as we are still considering developing this feature. Please vote / comment on that post if you were requesting for an export with this post.

Kind regards,

Daniel
CRM Product Manager