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Importing customers (automatically)
Importing customers (automatically)

Automatically sync your customer data by sending in your data

Brian Walton avatar
Written by Brian Walton
Updated over 3 years ago

The best way to keep your customer data in sync with Tagify is to have your route accounting software (RAS) email Tagify a spreadsheet automatically. You can do it manually (see manual import) but let's keep your sanity and have it happen automatically.

Four steps for this one:

  1. Tell Tagify about your incoming sheet

  2. RAS setup

  3. Update sales routes

  4. Update customer settings

Tell Tagify about the incoming sheet

Head over to your customer company settings and check out the Import column names section:

This is where you're telling Tagify about the column names in your sheet and what data they line up with. Let's say your data looks like this:

Then we'd update the import column names section to look like this:

We're just telling Tagify, "Hey, you're looking for Account Number and that's going to be in the Acct# column." And so on.

RAS setup

Depending on the maker of your RAS, you might be able to create the automated report yourself or you may have to reach out to a rep. Either way, after you get it set up check out your customer company settings and the Automatic email import section:

  • To address: this is the email to send your report to.

  • From address: this is the email address that the report is coming from.

  • Secret token: put this in the subject line of your email (typically the report name) so Tagify can validate that it's from you.

Give your users a sales route

Now that we've got your customer data being sent in automatically, we need to tell Tagify which users are on what sales routes so it knows the customers to show to each user.

While editing a user, check out the Extras tab and add a sales route:

PROTIP: You can do mass changes to your users by exporting them out to spreadsheet, editing the sheet and then importing that sheet right back in.

Using customers

You're almost done! Let's head back over to your customer company settings:

Use customers with projects

Turn this on and when your users create a new project, they'll have the option of giving it a customer.

Require customer for every project

With this on, your users will not be able to create a project without adding a customer.

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