How to Import Clients from Another System into IZI

How to Import Clients from Another System into IZI

When switching from another system, preserving your client database is critical — contacts, history, bonus balances. IZI supports import via CSV file. Here’s how to do it without errors.

What to Prepare Before Import

1. Export from the old system — client list in any spreadsheet format (Excel, CSV, Google Sheets)
2. Phone numbers in a consistent format — international format (+7, +971, etc.) is recommended; IZI accepts multiple formats but consistency reduces duplicates
3. Bonus balances — if you want to carry them over, prepare a separate column

Step 1 — Prepare the CSV File

Minimum structure:

phone,name,email,bonus_balance
+971501234567,John Smith,john@email.com,500
+971509876543,Alex Brown,,0

Required: at least one of phone or email.

Optional fields:

• name — client name
• email — email address
• bonus_balance — initial bonus balance (number)
• birth_date — date of birth in YYYY-MM-DD format
• comment — internal note

File encoding: UTF-8. Delimiter: comma or semicolon.

Step 2 — Open the Import Section

In IZI CRM: sidebar → Clients → Import button.

If the button isn’t there, check your role permissions. Client import requires “Client management” permission (role settings).

Step 3 — Upload File and Map Columns

After uploading, IZI shows a preview: your file columns on the left, system fields on the right. Map them:

• Phone column → phone field
• Name column → name field
• And so on

Extra columns you don’t need — leave unmapped, they’ll be ignored.

Step 4 — Review the Preview and Run Import

IZI shows the first 5–10 rows with mapping applied. Verify:

• Phone numbers display correctly
• Names aren’t truncated
• Bonus balances are recognized as numbers (not text)

If everything looks right — click Import. Processing takes seconds to a few minutes depending on volume.

Step 5 — Review the Results

After completion, IZI shows a summary:

• New clients added
• Existing clients updated (duplicates matched by phone/email)
• Errors (rows that couldn’t be processed)

Download the error file, fix the rows, and re-upload.

How Duplicates Are Handled

IZI identifies duplicates by phone number. If a client with that number already exists:

• Name and email are updated from the file (if filled)
• Bonus balance is added to the existing balance (not replaced)

If you want to replace the balance rather than add to it — zero it out in the existing record before importing.

What Doesn’t Transfer

• Session and transaction history from another system
• Profile photos
• Custom fields specific to the other system

For transaction history migration, contact IZI support — this is handled individually.

Related Guides

• How to Set Up Loyalty Tiers
• How to Handle VIP Clients
• How to Create a Client Segment

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FAQ

What file formats does IZI client import support? CSV with comma or semicolon delimiter. At least phone or email is required.

What happens to duplicate clients on import? IZI matches by phone or email. Existing records are updated — no duplicates created.

Can I import session history? Session and transaction history can’t be imported via file. Contact IZI support for history migration.

How do I preserve bonus balances? Add a bonus_balance column to your CSV. IZI credits it as the initial balance.

How many clients can I import at once? Up to 10,000 rows per file. Split larger databases and upload sequentially.