The bulk import feature in Zylu makes it easy to add or update multiple customers at once using a single Excel file. This is useful when migrating from another system, onboarding large customer lists, or making mass updates such as wallet or cashback balances.
Start by downloading the official Customer Import Template from the Zylu dashboard. This template contains all the fields supported by the system. Fill in the relevant details for each customer.
Some fields are required and must be filled in, while others are optional. If a customer already exists in your database (matched by phone number or email), their record will be updated with the new information from your file. If they do not exist, a new record will be created.
Below is a detailed explanation of each field in the template:
code – Optional unique identifier for the record, in alphanumeric format.
name – Required. The customer’s full name, such as “John Doe.”
email – Optional email address in valid format (e.g., example@example.com). Avoid duplicates.
phone_number – Required. The primary phone number including country code (e.g., +1234567890). Avoid duplicates.
sms_number – Optional phone number for SMS communication, also including the country code.
gender – Optional gender value: “Male”, “Female”, or “Other.”
anniversary_date – Optional anniversary date in DD-MM-YYYY format.
birth_date – Optional date of birth in DD-MM-YYYY format.
previous_system_total_sales – Optional total sales amount from a previous system, in numeric currency format (e.g., 1000.00).
previous_system_average_sale – Optional average sale value from a previous system, also in numeric currency format (e.g., 100.00).
lead_source – Optional lead source. Choose from: “Walk-in”, “Flyer”, “Google”, “Website”, “Facebook”, “Instagram”, “Friend”, “Event”, or “Other.”
lead_source_other – Required only if the lead source is “Other.” Provide the custom lead source as free text.
instagram_handle – Optional Instagram handle or URL (e.g., https://instagram.com/handle).
wallet_balance – Optional current wallet balance in numeric currency format (e.g., 50.00).
wallet_balance_expires_at – Optional wallet expiry date and time in DD-MM-YYYY HH:MM format.
address – Optional address of the customer.
notes – Optional notes about the customer.
tags – Optional comma-separated tags for categorization (e.g., “VIP, New Customer”).
membership_name – Optional membership plan name. Must already exist in your Zylu system.
membership_purchased_at – Optional date and time when membership was purchased, in DD-MM-YYYY HH:MM format.
Once your file is ready:
In Zylu, go to Manage → Import/Export.
From the dropdown menu, select Import Customers
Select your prepared Excel file and upload it.
Zylu will process the file:
New customers will be added.
Existing customers will be updated with the provided details.
After the import is complete, review your Customers list to ensure the data appears as expected. If there are errors, correct them in your Excel file and re-upload.
Always match the exact column headers from the template.
Duplicate phone numbers or emails will cause updates instead of creating new customers.
Optional fields left blank during an update will keep their previous values.
Ensure membership names match exactly with those in Zylu before importing.
1. How do I bulk update wallet or cashback balances?
Simply enter the new balance in the wallet_balance column of the import template. Upon import, the system will replace the old value with the new one.
2. Will this create duplicate customer records?
No. If a phone number or email already exists, the customer will be updated, not duplicated.
3. Can I leave some fields blank?
Yes. If you are updating an existing customer and leave a field blank, Zylu will keep the current value for that field.
4. Can I delete customers using the import feature?
No. This feature is only for adding and updating customers.
5. What happens if I enter a membership name that doesn’t exist?
The import will fail for that record. Make sure the membership already exists in Zylu before importing.