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Arriving at Sendocki with an existing customer base? No need to re-enter everything. Bulk import lets you push hundreds of customers in a few clicks, with automatic duplicate detection and preview before validation.
The import is designed to be risk-free: Sendocki always shows you what will be imported before adding it to your base. You validate at the end, never before.

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When to use bulk import?

Migration from another tool

Coming from a CRM, a homemade Excel, another dashboard. Export from the old one, import to Sendocki.

History recovery

You activate Sendocki on a store that has already accumulated a customer base over months or years.

Prospect list import

You have a list of qualified contacts (trade fair, event, partner) to integrate to contact them.

Manual sync

You occasionally add a batch of new customers from an external source.

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Accepted formats

For CSVs, UTF-8 encoding is recommended to properly handle accented and Arabic characters. Sendocki tries to automatically detect the encoding, but in case of error, re-export your file in UTF-8 from Excel or Google Sheets.

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Expected columns

Your file must contain at least certain columns for a customer to be valid:
If you have other columns in your source file (notes, segments, etc.), no worry — Sendocki simply ignores what it doesn’t recognize, without crashing the import.

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Import step by step

1

Go to the Customers page

Main menu → Customers
2

Click 'Import'

Button at the top right, next to ‘Add a customer’
Import button in the Customers page
3

Upload your file

Drag and drop your CSV/Excel file in the designated area, or click to browse your files
Uploading a file in customer import
4

Preview what will be imported

Sendocki displays a summary:
  • Total number of rows in the file
  • Valid rows (which will be imported)
  • Invalid rows (with the reason: missing phone, invalid format, etc.)
  • Duplicates detected in the file itself
  • Duplicates with your existing base (customers already with you)
Import preview with statistics
5

Choose how to handle duplicates

For customers already present in your base:
  • Update the info (useful if your source file is more recent)
  • Ignore duplicates (keep current Sendocki info)
6

Validate the import

‘Import’ button at the bottom. Valid customers are added to your base. You immediately see the summary: X customers added, Y updated, Z ignored.
Successful import confirmation

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Duplicate handling — how Sendocki detects them

To avoid creating multiple cards for the same person, Sendocki checks for matches:
If a customer in your file has the same phone OR the same email as a customer already in Sendocki, they will be flagged as duplicate. You will then choose whether to update or ignore.

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Handle errors

If your file contains invalid rows (missing phone, incorrect date format, etc.), Sendocki lists them precisely with the reason for the error, row by row. Three options depending on volume:

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Best practices before a big import

  • Delete empty rows
  • Standardize phone numbers (with or without country code)
  • Put cities in upper/lowercase consistently
  • Check UTF-8 encoding (for accents)
Before importing 5000 customers at once, export a sample of 10 rows and do a test import. You’ll verify that the column mapping is correct without risk.
To really be safe, export your current Sendocki base before a big import. In case of error, you have a recovery point.
For very large bases, do several imports of 2-3000 customers rather than a single one. Faster, easier to diagnose in case of error.

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Frequently asked questions

No strict limit, but we recommend batches of 2000-5000 customers to stay smooth. Beyond that, contact support for an assisted import.
If an order already exists in Sendocki with the same phone, it will be automatically linked to the imported customer (no order duplicate).
No automatic cancellation, but you can filter the list of imported customers (e.g. by add date = today) then delete them in bulk. Contact support for complex cases.
You remain responsible for the compliance of the data you import (consent, legal basis for processing). Sendocki stores and processes this data on your behalf, in compliance with the Moroccan legal framework.

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What’s next?

Your customer list

Find all your imported customers in the list

Detailed customer card

Open any customer to see their details