How to Import and Export Customer Data

Importing customer data can save you time on manual data entry, and help you avoid data errors.

To get started, first select Import / Export from the customer menu on the top right hand side of the screen.

Now, select the menu item that matches the action you want to take and follow the steps.

Importing Customer Data

To import customer data into your Helcim Account click on Import / Export under Customers.

Next, select either Customers to import customer profiles or Credit Cards to import payment information.

Select the file type that you will be importing and click Next Select the file you want to import by clicking Browse.

Review the data that is going to be imported, and if everything is correct click Confirm, if you need to make any changes you can click BackA confirmation message will confirm the data has been imported.

Exporting Customer Data

To export customer data from your Helcim Account click on Import / Export under Customers.

You can export your Customers to export the following details:

• The Customer Code
• Business Name
• Contact Name
• Billing Information
• Shipping Information

Or Credit Cards to export:

• The Customer Code
• Customer Names
• Date Created
• Date Updated
• Date Last Used
• Expired - Yes or No
• Last Four Digits of the Card Number
• Card Token

Or Customer Card Count to export:

• The Customer Code
• Number of Cards on File

Click on the option you would like.

Next, click on the export file type you want.

Confirm the email address is correct. This field is pre-filled with the email address for your account, you can edit it if needed. This is the address the report will be sent to.

Click on Export.

A CSV file will be emailed to the address you entered once the report is ready.