How to Bulk Import Customers

Bulk uploading your existing customers into Vino’s CRM is a fast and efficient way to kickstart your customer engagement, wine club marketing, and DTC sales tracking. Whether you’re migrating from another system or importing event signups, this guide walks you through how to upload a spreadsheet of customer data—all in a few simple steps.

🛠️ Upload Instructions

Step 1: Go to CRM

• Navigate to the Customers tab in the Vino dashboard.

• Click on “Bulk Upload” in the upper-right corner.

Step 2: Upload Your File

• Click “Select File” and select your .csv file.

• Preview the import to ensure all columns are correctly matched.

• Vino will automatically detect field mappings, but you can manually adjust them if needed.

Step 3: Confirm & Import

• Click “Import” to begin the upload.

• The system will validate the file and flag any formatting errors.