---
title: "Customer Export/Import"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28403436/Customer%20Export%2FImport"
format: markdown
---
# Overview

The Customer Import function allows you to import and export your customer data to make bulk changes to your Customers in Frameworks. Some of the most common uses for the Customer import/export are:

- To move or copy a range of customer from and external database into Frameworks.
- To make changes to range of customer's settings, such as Customer/Account Type, Loyalty Card type or Customer Flags.

# <span style="color: #172b4d">Accessing the Customer Import</span>

To access the **Customer Import**, perform the following:

1. Click **Frameworks **then navigate to **Receivables > Maintenance > Customer Export/Import **from the navigation tree.
2. The **Customer Import** page will open the **Import Criteria **page.

# <span style="color: #172b4d">Downloading a Template</span>

<span style="color: #333333">To make it easier to import your customers, you can download a template. By downloading a template, you will ensure that you have the correct fields available to update and/or modify. To download a template, from the </span>**Customer Export/Import > Import Criteria **<span style="color: #333333">tab, perform the following:</span>

1. From the **Update Field **menu select which fields you want to update/import. By default, all the fields are selected, hold the **CTRL** key down to select multiple fields.

> ℹ️ The most commonly used/required values at the top of the list or at the start of the template.

2. You can select the range of **Customers **you want included in the template by entering a **From Customer **and** To **range.

![image](media://3f7d22b6-f78a-4676-9f37-9c7547f441cb)

> ℹ️ Leave the ranges blank to add all customers to the template.

3. Click **Download Template** to download the .csv template (Customer.csv) that will include all of the customers and fields based on the above selections.

> ℹ️ If you tick the Download Template Only (no data) check box, this allows you download a template with no data.

4. Open up the downloaded .csv template (Customer.csv) and add/edit the required product fields in the file.
5. **Save **the file, keeping the .csv file format, ready for importing.

# <span style="color: #003366">Uploading the Customer Import</span>

<span style="color: #003366">To upload and import the edited </span><span style="color: #333333">Customer</span><span style="color: #003366">.csv file, from the</span><span style="color: #003366">** Import Criteria **</span><span style="color: #003366">page, perform the following:</span>

1. Click **Upload CSV** and choose the file created in the above steps and then click the** Upload** button. Once the .csv file has been up uploaded next to **Import File:** it will display the filename that is going to be imported.
2. Enable **Report Only **to confirm the changes before importing, or **untick **> Macro (inline-media-image)

 to import the changes into Frameworks.

![image](media://3c619f3e-5274-4496-b2aa-2762ccf0a195)

 

> ℹ️ If you are performing a large product import you might want to delay the import to not impact performance. To do this update the **Start date** and **time** or use the date finder > Macro (inline-external-image)
> ℹ️ 
> ℹ️  icon to search for an appropriate date and time to run the task.

3. Click the **Schedule** tab. The scheduled task is defaulted to run **One Time** and is set to run at the *current system date and time*.

![image](media://c549d547-e843-4cbe-9748-c7a6c35d3f80)

 

> ℹ️ If you are performing a large customer import you might want to delay the import to not impact performance. To do this update the **Start date** and **time** or use the date finder > Macro (inline-external-image)
> ℹ️ 
> ℹ️  icon to search for an appropriate date and time to run the task.


4. Select the task notification options to **Send a notification** or **Send and email** once the import has run.
5. Click **Submit **to import the .csv file. An information box will pop up advising that the task has been submitted. Click on **OK.**
6. On the **Output** page, under the **Generated Reports** section, click on the **report** links to review the import.

> ⚠️ If the** Report Only** option was ticked > Macro (inline-media-image)
> ⚠️ 
> ⚠️  and there were no errors in the generated report repeat the above and untick> Macro (inline-media-image)
> ⚠️ 
> ⚠️  **Report Only**. If there were any errors in the generate report, resolve the errors before importing and possibly run the the report only option until it is error free.

7. Click on the **Close **button in the bottom right once the tasked in completed.

# Additional Information

> ✅ Refer to [Customer Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) for more information.
> ✅ 
> ✅ Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information.