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

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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.

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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.

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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`