Import customers to Divery

Import customers to Divery

    You can upload or import your existing customer data to Divery following the steps below.


1. Click on "Customer list" button in the sidebar.

Open the sidebar menu and click on the " Customer list " button. When the page has finished loading you will see a table with all customers you have saved.





2. Click on the "Template" button.

On the bottom of the page, click on the " Template " button.




3. Download the template file.

When you click the " Template" button, a .csv file will be downloaded to your device.




4. Open the file that you downloaded to your device.

Locate your download folder or the directory where you save downloaded files, and open the file you downloaded. It should have the name " template-customers.csv ".




5. Populate the template-customers file with customer information.

Add your customers to the file.


Info

💡 Some fields need a certain format to be accepted in Divery.

Salutation:

"male" or "female"

date of birth, arrival date, departure date, and last dive have 4 possible formats:

DD/MM/YYYY - DD.MM.YYYY - MM/DD/YYYY - MM.DD.YYYY

! Use the same format for all dates in your customer file.

languages :

use "ISO 639-3" or "ISO 639-5" Language Codes. (Examples: eng,nld,deu)

You can add multiple languages per customer. Seperate them by commas.

Nitrox and Acceps news:

these fields can be filled in with "Y" for yes and "N" for no.


6. Upload the customer file.

After entering all customer information, save the file and upload it by clicking the " Upload " button below the table.



7. Step 1: Configurations.

Select the date format you used for the customer data.



8. Step 2: Result.

You can see how many customers are uploaded correctly and how many customers have invalid data. For each customer, you can see what the mistake is.

Using the " Export " button, you can export all the customers that were not accepted.

By clicking the " SAVE " button, all valid customers will be added to your customer table.




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