Customer CSV import

Adding Customers to Rotessa

There are four ways to add customers in Rotessa:

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

Importing Customers from a CSV

1. Go to the Customers page of your Rotessa account and select New.
2. Select New Customer.
3. Select CSV Upload.
4. Select Download the Customer Import Template to download the CSV template and open it in a spreadsheet program.
5. Enter the appropriate information under each column header.
   • The only required fields are Name and Customer Identifier (this can be the same as your customer's name). All other fields are optional.
   • If you have completed PAD agreements on file, you can enter the customer's banking information and set the authorization type to either Online or In Person. If you don't have PAD agreements yet, we recommend leaving the banking information blank — it's easier to use our online authorization tools to collect this later.
6. Two fields have specific formatting requirements:
   • authorization_type — must be either Online or In Person
   • customer_type — must be either Personal or Business
7. Save the file as a CSV.
8. Go back to the Customers page and select New → New Customer → CSV Upload.
9. Drag and drop or click to upload your CSV file.
10. A preview of the imported customers will appear. Any errors will be highlighted. Check the boxes beside the customers you'd like to import and select Import Selected Customers.

Once imported, customers without banking information or an authorization type will show as Action Required. Once they complete an authorization request or you add their banking information, they'll be ready for transactions.

Note: Each CSV upload has a maximum of 500 customers. For larger lists, split the file into multiple uploads.