Import Customers
Instead of adding customers one at a time, you can upload a CSV file to import many customers at once. This is useful when migrating from another system or onboarding a new estate or building.
Navigate to: Sidebar → Users → any user list page → Import button
Download the Template
Before uploading, download the official CSV template to make sure your file uses the correct column headers and format.
- Click Import.
- In the import dialog, click Download Template.
- Open the file in Excel or Google Sheets.
Fill in the Template
Fill in one customer per row. Required columns are marked in the template header.
| Column | Required | Notes |
|---|
full_name | Yes | Customer’s full name |
phone | Yes | Phone number (07xx or 254xx format) |
username | Yes | Must be unique across all customers |
password | Yes | Plain text — encrypted on save |
plan_name | Yes | Must exactly match an existing plan name |
connection_type | Yes | pppoe or static |
email | No | Optional email address |
ip_address | No | Leave blank to auto-assign |
account_number | No | Custom account number (for M-Pesa paybill) |
Do not change the column headers in the template. The import will fail if the headers do not match exactly.
Upload and Import
- Save the completed CSV file.
- Click Import on the user list page.
- Click Choose File and select your CSV.
- Review the preview table showing the first few rows.
- If everything looks correct, click Import.
Rows with errors are skipped — the rest still import. Fix errors in your CSV and re-import the failed rows.
Common Import Errors
| Error | Fix |
|---|
| ”Username already exists” | Change the username to something unique |
| ”Plan not found” | Check the plan name matches exactly (case-sensitive) |
| “Invalid phone number” | Use the 07xx or 254xx format |
| ”Unknown connection type” | Use lowercase: pppoe or static |
