XLS Uploader is a fast and easy way to import Customer details list to Clover.
A lot faster than typing in those details.
RetailCP New improved XLS Uploader Web-App on Clover December 16th 2017
Each XLS list to upload-import can now include thousands of names.
App screen now displays upload progress,with 1 of/2000, 2/2000, ..., 19999/2000, 2000/2000,
then [ Finish ] button, to return to Uploader & uplaod another list on the same Clover account.
We have 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 accepting each customer name, 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.
(Only pay once-off sign up fee & use Uploader appfree after that on the same one merchant account).
1. Sample XLS. You need to download the sample XLS and copy-paste names onto 'sample XLS' & Save.
(How to get the sample XLS).
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 page which opens has a (select here) link to the sample XLS.
This XLS has all the input columns to match Clover 'Customer' record format.
See notes below 4, 5, 6 & 7 on how to use the App to upload XLS list.
2. An easy way to monitor that Customer names are being uploaded, while 'Uploader' is working,
is to keep the ‘Customer’ tab open (in addition to 'Uploader' tab),
Select dropdown English (US) or (GB) to refresh view of most recent 'Customer' names added.
The 'refresh' also makes sure you are not logged-out.
To verify all names have been imported, and to have a stored list of those,
you can ‘Export’ all names ( those entered manually & imported via Uploader) existing in your Clover.com account.
As below, open ‘Customers’ on your Clover.com dashboard online account & select ‘Export’.
4. 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.
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.
Use your Laptop-PC to Open Clover Account & select [Launch] XLS Uploader.
The welcome page opens. You can download the sample XLS by selecting the 'Click Here' link on foot of page.
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’.
‘Save As’ that XLS to your PC Documents, into a ‘Customer List' folder.
Suggest you name the file (Customer List & ‘today’s date’).
Above process will ensure the XLS import works first and every time.
We support 'XLSM' 'XLSX' 'XLS' standard file formats.
7. We show imported Customer details for you to review.
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 customer details do need to be amended, select 'Return to Previous'.
Re-open Excel-XLS file on your PC, Edit any 'red highlighted' customer details & 'Save' that 'XLS file'
Go back to 'Uploader' screen, select 'Remove', & re-select 'Upload' to select the amended 'XLS file'.
View & Verify all details are correct & confirm 'Save to Clover'.
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.