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INSTRUCTIONS
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1. Make a copy of (or download) this sheet so you can make edits.
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2. When you are ready to import customers to customer.io you can either use this import template or use an export from your POS, Loyalty and/or CRM solutions.
Either way, your column headers need to match the Field Naming Convention data names to import properly into customer.io
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3a. If you are using this Template, copy your values from your POS, Loyalty and/or CRM solution and paste them under the correct column (for example 'Name' and 'email identifier')
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3b. If you are going to use the export from your POS, Loyalty and/or CRM solution, simply update the column headers to match the Field Naming Convention data (for example change 'email address to 'email'
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4a. If you are using the Import Template, delete this tab and download the Google Sheet as a CSV (File> Download > Comma Separated Values). You will see the file download to your computer.
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5a. If you are using your own export, confirm the column headers, delete any unnecessary tabs and save as a CSV.
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6. When you are ready to import your users into customer.io, navigate to your customer.io workspace and go to People > Add People > Import a CSV.
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7. Upload or drop your file in the Import field and then you will be asked "How to identify People". Select email
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8. You will then be asked to "Map Fields" and Review the Import to make sure that everything has been entered into your file and imported correctly.
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8. Finally, you can Preview and Complete your Import and navigate to People to see the new customers added or synced with customers who have already placed their first order with Lunchbox.
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FIELD NAMING CONVENTION (these are in alphabetical order, but can be rearanged for your import. Only the exact name needs to match in the column header)
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anniversary_date
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average_ticket_price
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birthday_date
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birthday_day
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birthday_month
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birthday_year
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cio_id Identifier
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client_id
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client_name
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client_patron_id
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created_at Reserved
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current_tier_name
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email
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favorite_menu_item_name
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first_name
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first_order_date
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id Identifier
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is_active
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is_banned
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is_deleted
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last_catering_order_date
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last_delivery_order_date
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last_dinein_order_date
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last_location_delivered_zip
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last_location_visited
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last_location_visited_zip
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last_name
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last_order_date
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last_pickup_order_date
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location_count
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loyalty_credit_available
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loyalty_progress
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most_frequent_locations_visited
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Name
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patron_id
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phone
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timezone
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total_catering_lifetime_spend
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total_catering_orders_placed
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total_credits
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total_delivery_orders_placed
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total_dinein_orders_placed
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total_loyalty_lifetime_spend
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total_number_locations_visited
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total_orders_android
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total_orders_app
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total_orders_ios
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total_orders_placed
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total_orders_web
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total_order_lifetime_spend
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