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.
See notes below and FAQs (Frequently asked questions-replies), on how to use the App.
Improved new features. Version date May 27th 2018
We have added these new features to our XLS Customer Uploader
- Can have Rows & Columns empty-blank on XLS list. Uploader will ignore those
- Can re-arrange Columns on XLS list in different order-sequence
- But must use-copy identical 'header texts' from Sample XLS
- Can specify Opt In for "Marketing Allowed"
- A [Note ] column, where text-notes can be uploaded with each Customer
- Clover allows maximum 2,000 characters to be saved in "Note" field.
Each XLS list to upload-import can now include thousands of names.
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.
It appears that 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.
Merchants can use XLS Uploader as many times as they wish. Pay once-off sign up fee.
Re-use Uploader as often as you wish at no added cost, on the same one merchant account.
1. When you have purchased 'XLS Uploader' from the Clover App Market,
the App icon will appear on on your Clover Dashboard. Select the Icon.
The web-page which opens has a (Download Sample XLS) link-button.
Sample XLS. Download the sample XLS and copy-paste names onto 'sample XLS' & Save.
Use our sample XLS , copy from existing lists & paste one column at a time,
to match 'first name] [ Last name ] [ Email ] [ Phone ] [ Address lines ] etc.
Copy 'One Column' at a time & when you 'Paste into 'SampleXLS', always start with same top row before ‘Paste’.
When saving Customer details, you can re-arrange Columns on XLS list in your preferred order-sequence
Must use-copy identical 'header texts' from Sample XLS on list to import.
'First Name', 'Address Line 1', etc
First Name Last Name Phone Email Address Address Line 1 Address Line 2 Address Line 3
Note Marketing Allowed
‘Save As’ that XLS to your PC-Laptop, Customers folder,
with a name such as Uploader Customers with today’s date.
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': ( 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. Support. If you get an error message, please check the FAQs.
If you do not find an answer to your issue, please email to firstname.lastname@example.org.
Thank you for using XLS Uploader.
You may review other RetailCP Apps at https://retailcp.ie/