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Importing Customers

You can import customer files into ENVISION. You can upload a file of customers with postal code information (Canada) or full address (United States).  You can also use coordinate information if you have longitude and latitude for each customer record. The process itself does not differ much, other than specifying the fields that contain that information.

There are four steps in the process of importing a customer file:
1. Upload the file
2. Specify the file properties
3. Specify the geocode settings
4. Specify any additional fields (optional)

To import a Canadian customer file with address information into ENVISION, the file needs at minimum, a six-digit postal code for each customer record.

To import a US customer file with address information into ENVISION, the file needs at minimum, either the street address, plus city/town, plus state, or a 5 digit ZIP Code for each customer record.

To import a customer file with coordinate information into ENVISION, the file needs at minimum, both a longitude and latitude coordinate.

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