XLS Uploader Web-App, from RetailCP, is a fast and easy way to import Customer details list to Clover.
A lot faster than typing in those details.
Merchants can use XLS Uploader as many times as they wish on the same one merchant account,
at no added cost. Pay once-off sign-up fee only.
See notes below and FAQs (Frequently asked questions-replies), on how to use the App.
The new updated app version dated Jue 30th 2018, has these improved new features:
Can specify Opt In for "Marketing Allowed"
Can include a "Note" field-column, so that text-notes can be uploaded with each Customer
Clover allows maximum 2,000 characters to be saved in "Note" field.
Can leave spaces in Zip Post Codes. App will automatically remove spaces.
Clover allows maximum 10 characters, with NO spaces in Zip-post-code.
List to import-upload can include blank-empty rows or columns. Uploader app will ignore those.
Can re-arrange Columns on XLS list in different order-sequence
But must use identical 'header texts' as in Sample XLS;
[ First Name] [ Last Name ] [ Email ] [ Phone ] [ Address lines ] etc,
Can import 3,000 or more customer records with one XLS list.
App screen displays upload progress,with 1 of/2000, 235/2000, etc.
We have tested & successfully uploaded one XLS list with 3,000 names in 20 minutes.
That suggests a maximum upload speed will be 150 names per minute.
The time to upload-&-import is based on Clover.com which imports each customer details, one-at-a-time.
If Clover.com system is extremely busy, it may take longer to upload.
Can remove all existing customer records with one button request,
If existing details need to be amended on all existing stored records. See FAQ no 2.
1. When you have purchased 'XLS Uploader' from the Clover App Market,
App icon will appear on on your Clover Dashboard. Select the Icon.
Web-page opens & provides (Download Sample XLS) link-button.
Download the sample XLS.
Two ways to use our sample XLS:
( A ) Copy-paste names onto sample & Save XLS list to your 'Documents' to a 'Customers' folder.
Copy 'One Column' at a time from existing list & paste into sample XLS.
Always start with same top row cell (box) before ‘Paste’.
( B ) Open existing XLS list and replace the existing column headers with the exact header text
which you can copy from the sample XLS : i.e. [ First Name] [ Last Name ] [ Email ] [ Phone ] [ Address lines ] etc,
Must use-copy identical 'header texts' from Sample XLS onto list to be imported.
'Save As’ the prepared list to PC-Laptop to a 'Customers folder', where you can easily identify when using 'Upload'.
We support 'XLSM' 'XLSX' 'XLS' standard file formats.
2. To upload the XLS customer list, select & open (XLS Uploader Icon) on your Clover Dashboard,
Identify-select the XLS list (file-name) on your Laptop-PC documents folder.
We show imported Customer details for review.
If customer details are all correct, select 'Save to Clover'
Select 'Finish' to return to XLS Uploader main page-screen.
We verify content & highlight in RED any customer records which need be corrected.
If more than Two letters are entered in 'Country', Uploader displays error text in Red.
If more than 2,000 characters are entered in 'Note', Uploader displays error text in Red
If customer details need to be amended, select 'Return to Previous'.
Edit XLS where any customers details are highlighted in Red text.
Save that XLS file, return to 'Uploader' screen, select 'Remove' (so as not to use errored list).
Re-select 'Upload' to import corrected XLS file.
View & Verify all details are correct & confirm 'Save to Clover'.
If you confirm 'Save to Clover' before you correct customers marked in Red text,
App will upload all other customer details & will ignore-skip those highlighted in Red text.
and every 2-minutes, select 'refresh' on Clover dashboard:
( Refresh is the 3rd symbol from left after '<-' & '->' )
Clover will generate an XLS list including names entered manually & imported via Uploader.
On Clover.com online dashboard account, as below, open ‘Customers’ & select ‘Export’.
5. Tips on fixing simple issues with XLS lists
XLS Uploader automatically removes spaces from post codes,
because Clover does not accept spaces or characters within Postal codes.
XLS Uploader automatically removes-ignores empty Rows & Columns.
For most Clover merchants, with customers in same country,
it is not necessary to include 'Country code' on customer address details.
If you need to include 'Country code', Clover accepts '2 characters' only.
I.e. 'US' for United States, 'IE' for Ireland & 'GB' for Great Britain, or 'UK' if you prefer.
XLS Uploader will highlight in RED any 'Country' text with more than 2 letters.
6. To remove all existing Customer records from Clover account (before a new list is imported):
See extra details and screens on FAQ No 2:
If existing details need to be amended on all records, or notes added to records, etc,
select the [Clean Up Customers} button, top right of page-screen.
Confirm ( Yes, remove all customers ).
Web-app will show progress as it removes all customer records.
Select ( Finish ) to return to main Uploader page, where you can upload new corrected list.
7. Support. If you get an error message, please check the FAQs.
If you do not find an answer to your issue, please email to email@example.com.
Thank you for using XLS Uploader.
You may review other RetailCP Apps at https://retailcp.ie/