Import customers in bulk
Upload a CSV to add or update many customers at once.
Bulk imports run through a mapping step so you can match your column headers to SunrAI's fields.
Before you start
- Export your existing list as CSV (UTF-8)
- One row per customer; at minimum a name column
- Make sure email addresses (if present) are well-formed
Steps
Open Customers → Import
Top-right of the Customers page, click Import Customers.
Upload your CSV
Drag-and-drop or click to select. SunrAI parses the headers and previews the first 5 rows.
Map columns to fields
For each column SunrAI couldn't auto-detect, pick the target field (Name, Email, Phone, Address, etc.). Unmapped columns are ignored.
Pick duplicate behavior
Choose Skip (default — don't touch existing matches), Update (overwrite blanks only), or Replace (overwrite everything).
Run the import
Confirm. A progress bar tracks rows. When complete, you'll see counts: created / updated / skipped / errored.
Verify it worked
The Customers count in the top-left increases by the "created" number. Use the search bar to spot-check a few names.
Troubleshooting
"Lots of rows errored" — Click the row count for an error breakdown. The most common cause is invalid email format. Fix in your CSV and re-import — duplicate-skip will prevent doubles.
"Names got split into wrong fields" — Re-import with the correct mapping. You can delete the bad import from Settings → Imports to roll back.