From the Import and Export screen:
Set I Want To: Import
Then choose Select Data: Customers
Click on Select File to upload your customer sheet. You can also drag and drop the file into the section.
đź’ˇTip: Use the template provided to avoid formatting issues. The file must be in Excel (CSV or XLSX) format. This can be downloading by just clicking the word "Template."
There is no need to manually choose "Add New" or "Update Existing". Zylu handles this smartly in the backend:
If the phone number does not exist, a new customer is created.
If the phone number already exists, the existing customer is updated with the new information in your file.
Below is an explanation of each field in the Excel template and how to use it properly:
Code: This is an optional unique identifier you can assign to each customer. It should be an alphanumeric value.
Name: This is required. It should include the full name of the customer (e.g., John Doe).
Email: An optional field for the customer’s email address. It must follow a valid email format. Avoid duplicates.
Phone Number: This is required and acts as the primary identifier. Use numeric values and include the country code (e.g., +919876543210). Avoid duplicates.
SMS Number: Optional. If you want to send SMS to a different number than the phone number field, add it here in the same format.
Gender: Optional. Accepted values are "Male", "Female", or "Other".
Anniversary Date: Optional. Use the format DD-MM-YYYY.
Birth Date: Optional. Also use the format DD-MM-YYYY.
Previous System Total Sales: Optional. If you’re migrating from another software, you can enter the total lifetime sales value for each customer in currency format (e.g., 12000.00).
Previous System Average Sale: Optional. This is the average transaction value from your past system. Use numeric currency format (e.g., 150.00).
Lead Source: Optional. This describes how the customer came to you. Accepted values are: Walk-in, Flyer, Google, Website, Facebook, Instagram, Friend, Event, Other.
Lead Source Other: This is only required if you’ve chosen “Other” as the lead source. You can type any custom source here.
Instagram Handle: Optional. Enter the customer’s Instagram URL or username (e.g., https://instagram.com/johndoe).
Wallet Balance: Optional. This is the opening balance of the customer’s wallet. Use numbers like 100.00.
Wallet Balance Expires At: Optional. If the wallet has an expiry date, enter it in the format DD-MM-YYYY HH:MM.
Address: Optional. You can enter the customer’s full address.
Notes: Optional. Add any internal notes about the customer here.
Tags: Optional. Tags help with segmentation. Use comma-separated values like "VIP, Frequent Visitor".
Membership Name: Optional. If the customer already has a membership, enter its name here. The membership must already exist in your Zylu account.
Membership Purchased At: Optional. Enter the date and time the membership was purchased in the format DD-MM-YYYY HH:MM.
You can leave any optional field blank. As long as the name and phone number are present, the import will proceed.
To export your customer data, return to the Import Export section. This time:
Choose Export in the first dropdown
Select Customers in the second dropdown
Zylu will automatically generate an Excel file containing your complete customer list. This file includes all the customer data stored in your system and can be used for audits, migrations, or backup purposes.
A. Zylu checks the phone number to determine uniqueness. If the phone number is not in the system, a new customer is created. If it exists, the record is updated with the new data. You don’t need to select any options manually.
A. Only name and phone number are required. All other fields are optional but highly recommended for better personalization and reporting.
A. Zylu will ignore blank fields during import. It will not remove any existing data. Only fields that contain values will be updated.
A. Yes. Use the wallet_balance column in your file to assign or update wallet balances in bulk. Zylu will apply these balances directly to each customer profile during import.
A. Yes. If a customer already has a membership that exists in Zylu, you can specify the membership_name and the membership_purchased_at values. Ensure the membership plan exists in the system beforehand.
A. If the lead source is "Other", make sure to fill in the lead_source_other column with the custom description. Otherwise, the record will be incomplete.
A. For dates (like birthdays, anniversaries, and memberships), use DD-MM-YYYY. For fields that require date and time (like wallet expiry or membership purchase), use DD-MM-YYYY HH:MM.
A. If your file has missing required fields or formatting errors (like invalid phone numbers or date formats), Zylu will display an error. You can download the error file, fix the highlighted rows, and re-upload.