Import

When you are migrating to Splynx it is needed to import existing customers from your previous system into a new one. Manual import will take a lot of time and we have a tool to save this time. Using the import tool you can import your data (customers, tariff plans, routers, leads, administrators, services, inventory items and products, etc) into Splynx in a few clicks. All what you need is a CSV file with your data.

Customers import

To open this tool navigate to Config -> Tools -> Import:

config_tools_import

We have a CSV file with the following structure:

file_struct

Let's import it:

new_import

select the Customers module and upload your file:

customers_import

once file is loaded you need to define columns for import:

select_columns

here you need to select appropriate column according to the columns of the file:

define_columns

INFO Tips for importing CUSTOMERS:

  • Fields with * sign are required. For the Customers module, the only required field is Full name;
  • Email must be valid: e.g. email@some.email (invalid), william.rieth@gmail.com (valid);
  • For the Category column there are only 2 available options: person or company. Strictly in lower case;
  • For the Location and Partner columns use only locations and partners IDs from Splynx, not names;
  • It's not required to import all columns from the file. You can select the Do not import option for a column and it will be ignored:

do_not_import

Once columns are defined, click on the Submit button at the bottom of this page. This will generate a preview for import. Click on the Show preview and confirm button to check the preview and confirm:

preview

If there are no rows with errors you can click on the Confirm import button and the import process will start in the background but when you have some errors and do not want to start the import again you can enable the Ignore rows with errors option at the bottom of this page and such errors will be ignored during the import and you'll be able to download the file with the elements where the errors occurred in order to reprocess them later.

confirm

Here is the result of successful import:

imported

Under Actions you can check the import summary and download this record from the list.

Internet services import

Once customers are imported and internet plans are created we can import internet services for these customers. The flow is the same - select appropriate module, upload a CSV file, define columns, import.

services_file_struct

In this file, the values in the id column will be ignored and in the name column we have customers' login values. To match records from the file with existing customers in Splynx you can use the email address, customer login or customer ID (the columns names are: Customer email, Customer login and Customer respectively).

Important The required fields for services import are: login, plan (tariff ID or name) and start date.

import_services

services_uploaded

We will match customers by login so instead of the **Customer* field we will use the Customer login** field:

match_by_login

INFO Tips for importing SERVICES:

  • For the Plan column use the tariff plan ID or plan name;
  • Start/end date should be in the following format - YYYY-MM-DD;
  • Service login is unique value;
  • IPv4 addresses pool must be created before the import with IPs in Networking → IPv4 networks.

services_preview

We have 1 error in services, because the customer is inactive:

services_error

you won't be able to confirm the import without the Ignore rows with error option enabled. To continue importing, but without the error in the record, enable the specified option and confirm.

services_imported