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Importing and Exporting your Customers

  • Please note that this feature is available to Administrator level and above

You can import your customer data into Bufferzone from a variety of Pool and Accounting sources often as CSV files.
CSV files are Comma Separated Variable files, and can commonly be created by an Export command in many applications, or created by choosing File Save As from Excel. You can also import pipe-delimited CSV files and JSON files.

Some of the options for importing contacts and inventory from other Pool systems and Accounting packages are shown in the following screenshot.

This import feature is found on the Sites window. You can also Export Sites from here to a csv file

When Exporting, you can either select all sites or you can search and tick just the sites you want to export.

To import data from WMS

See the instructions here Import data from WMS

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