Customer CSV import

In your Rotessa account, there are four ways to add customers:

• Manually
• Importing them via our CSV template
• Through an integration with QuickBooks Online
• Through an integration with Xero

Importing customers from a CSV

1. Start in your Rotessa account’s customers page and select new.
2. Select new customer.
3. Select CSV upload.
4. Select download the customer import template to download the customer import template (CSV) and open the template in a spreadsheet program.
5. Enter the appropriate information under each header for a customer.
   1. The only required fields are name* and customer identifier* (this can be the same as your customer’s name). All other fields are optional.
   2. Fill in the banking information for the customer(s) who have completed PAD agreement(s). The agreements can be uploaded to your customers' profiles later, but put in either Online or In Person under authorization type. If you don't have PAD agreements, we recommend leaving the banking information blank as this makes it easier to use our online authorization tools.
6. There are a two fields with specific formatting to be aware of.
   1. authorization_type - It can be either Online or In Person
   2. customer_type - it can either be Personal or Business
7. Save the file as a CSV.

8. Go back to your Rotessa customers page and select new.

   

9. Select new customer.

   

10. Select CSV upload, then drag and drop or click to upload your new CSV file.

    

11. A preview list of the imported customers will be displayed. Any errors will be shown. Check the boxes beside the customers you wish to import and then select import selected customers.

    

12. Now your customers have been added to Rotessa. If you didn't enter any banking information, or didn't specify an authorization type, the customer will show as having actions required. Once the customer has completed an authorization request or, you add in banking information, they will be ready for transactions.