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Plants & ERP3 min readLevel: Administrator

Express Bulk Customer Importer (Excel & WhatsApp)

Learn how to import hundreds of recurring water customers in 30 seconds by pasting WhatsApp contacts or uploading Excel files with automatic satellite geocoding.

01

Open the Express Customer Importer in Web ERP

Sign in to your enterprise account and navigate to the "Customer Importer" tab.

Save hours: No manual 1-by-1 entry; migrate your entire book of business in 30 seconds.
02

Copy & Paste WhatsApp Lists or Upload Excel/CSV

Drag and drop an Excel file with columns (Name, Phone, Address) or simply paste your raw WhatsApp phone number list.

Intelligent sanitization: The engine cleans country dialing codes, punctuation, and special characters.
03

Automatic Satellite Address Geocoding

Our geospatial engine resolves text addresses into precise GPS coordinates and assigns corresponding sector delivery zones.

Visual verification: Preview customer pin locations on the map before completing import.
04

Instant Driver App Sync

Tap "Complete Import" to activate customer profiles with historical bottle balances directly into your drivers' dispatch itineraries.

Loyalty ready: Customers are primed to receive 1-tap reordering prompts.

Customer Importer FAQs

Can I import preexisting loaned bottle balances for my customers?

Yes. Add an optional column named "Loaned Bottles" in your spreadsheet and the system establishes opening Kardex balances.

What happens if there are duplicate phone numbers?

The importer identifies duplicates automatically and provides the option to merge or update details without duplicate customer cards.

Import your customer list in seconds

Sign in to the Web ERP Portal and start dispatching optimized routes.

Open Importer in Web ERP