Importing customers is a quick and easy process that will let you start increasing sales and reducing costs.
Get a template
To get started, download our template. The file must include:
Trading name
Delivery address
Email address
Include the email of the orders person, as all order notifications will be sent to this email address.
Upload your file
If you're new to Upstock and are setting up your account, go Customers › Import customers and upload your completed file. This must be done at least 7 business days before going live.
If you're account is already set up and live, send your file to support@upstock.app
What happens next?
Once your list is uploaded, our team will process the file and add the customers to your account. We’ll notify you as soon as it’s completed.
If you have any questions, chat with our friendly team in the app.
Why import customers?
Importing your existing wholesale customers means they can start entering their own orders on Upstock. This has massive benefits for your business.
Reduced admin time
Your team no longer needs to enter emails, phone calls or texts. Customers enter their own orders, so you don’t have to.
Increased accuracy
Since customers order directly from your digital catalogue on Upstock everything is entered by them, exactly as they want it, using up-to-date product data.
Increased sales
The fastest way to increase sales is selling more to your existing customers. Upstock helps increase customer order frequency, basket size, and catalogue sales with tools like newsfeeds, standing orders, minimum order values, and more.
Privacy
Your customer list is private to your business. The data is collected in accordance with our Privacy Policy.
Just like your accounting software, your email software, and your other business systems, Upstock needs to import your customer contact details so you’re able to manage your orders and communications with your customers.