If more than a dozen customers need to be added to the Uku system at once, it is wise to use data import. Remember that customers can only be imported under a Company account.
To import customers, you need to go to the "Clients" main menu and choose which account you want to add customers to (if you are a user under more than one company account). You can find the import option in the three-dot menu:
Then select, how would you like to import data.
Preparing for the import
An XLSX file is suitable for importing data as a format. Download a sample file and add your client info.
Columns are the same as Uku fields.
The table below shows what information can be imported into Uku.
Based on this, you can create a file with the desired columns and values. Not all fields need to be used.
OUTSIDE UKU INFO | VALUE TO ENTER | UPDATING VIA IMPORT |
City |
| + |
Country |
| + |
Country: by code | e.g. EE, SE, LT | - |
Address | Street name and number | + |
Postal code |
| + |
Client group | You must have previously created a customer group under Settings. You can add several groups at once | + |
Language | e.g. english, lithuanian, latvian, norwegian, swedish, finnish, danish | + |
Client initials | Three letters as a profile pic to identify the client I.e. Nor for Nordea. | - |
Client code |
| + |
Notes | An entry that is added to the customer's notes | - |
Client name |
| - |
Register code |
| - |
Status | 1 - Active 0 - Inactive | - |
Time required | 1 - On 0 - Off | + |
Topic is required | 1 - On 0 - Off | + |
VAT Nr |
| + |
Importing client custom fields
If you have any additional information about the clients, you can import them to the custom fields.
You will first need to make sure the custom fields are already created in your Uku account. You can learn more about custom fields in this article.
UKU FIELD TYPE | VALUE TO ENTER | UPDATING VIA IMPORT |
Text |
| + |
Integer |
| + |
Number |
| + |
Choice |
| + |
Multiple choice | Nt. Directo, Merit Aktiva | + |
Date | dd.mm.yyyy | + |
Yes/No | JAH - 1, yes, true EI - 0, no, false | + |
Starting with import
Upload the import file
Once the data file has been created, go to the ‘Clients’ view in the main menu and click on the 3-point ‘Import Clients’ menu.
Click ‘Upload file’ or drag and drop the file in marked area.
2. Specify whether the first row is a column heading or whether the first row already contains the required information.
To do this, turn ‘First line is title’ on or off.
You can also add fields and groups that are missing.
Columns, that Uku matches automatically will turn green, gray columns need to be matched manually.
3. In the preview, set the value for each column in the Uku’s column from the drop-down menu
4. If the column headings are defined in the Uku client profile fields, click ‘Next’
5. Before clicking 'Confirm' you can select if you want to import all the info or maybe just some specific clients.
New customers are marked green, already existing clients black.
6. After confirming Uku will import your clients and tell you the stats if the import when finished.
7. By clicking 'View clients' you'll see all the clients that where imported and you can continue with adding workflows without extra filtering.