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Import Customer Data: from Excel into Automan via a 5-Step Wizard

Level Basic Role Owner, Admin Module Import & Export Data About 10 minutes
Updated

Every store that moves to Automan arrives with history. Hundreds, sometimes thousands, of customers already recorded somewhere else — old paper receipts, a spreadsheet inherited from a previous cashier, or the application being left behind. That data is not just a list of names; it holds the phone numbers that carry WhatsApp promotions, and the history that makes a regular customer worth treating differently.

The problem is that retyping it all by hand is a task that rarely finishes on time. Every row typed again by hand is another chance to fat-finger a phone number, or to leave the same customer recorded twice under slightly different spellings. For a store with a large customer base, moving the data manually is not an afternoon job — it is a weeks-long project that usually stalls out because the daily rush of running the store always wins.

Automan takes the shortcut without cutting the caution: a five-step customer import wizard. Not just “upload and hope for the best” — every step leaves room to check before anything is actually written, including a preview that shows which rows are ready and which still have a problem, before a single row lands in your store’s customer records.

Only one column is required: Nama Lengkap (Full Name). Everything else, including phone numbers written in whatever format you normally use, gets tidied up automatically by the system. That is what lets old customer data — however messy its original spreadsheet formatting was — come across without being cleaned up row by row first.

This tutorial walks from the first click in the Mitra (Partners) menu to your old customers showing up in the Customers list, ready for a transaction the same day.

Note

UI screenshots for this tutorial are on their way. You can still follow the guide through the menu, button, and field names given in each step.

Before you start

  • A spreadsheet of your customers is ready — exported from an old system, a Google Sheet, or paper notes typed up into .xlsx/.xls/.csv.
  • You know which customer types your store already uses; Step 3 of the wizard maps rows to them.

Steps

  1. Open Mitra → Pelanggan (Partners → Customers), then click Impor (Import)

    The page that opens is titled "Impor Pelanggan" ("Import Customers"), with a subheading that doubles as the whole route: "Unggah berkas, cocokkan kolom, periksa pratinjau, lalu jalankan" ("Upload the file, match columns, check the preview, then run"). If you change your mind partway through, the "Kembali ke Pelanggan" ("Back to Customers") button is always there to leave without touching anything already recorded.

  2. First time doing this? Download the template first

    Do not start from a blank file. Two options sit here — "Unduh Template Ringkas" ("Download Basic Template") and "Unduh Template Lengkap" ("Download Full Template") — both already filled with a sample row, a Petunjuk (Instructions) sheet, and the list of customer types your store already has. Copying old data into this template is far faster than guessing which column names the system recognizes.

  3. Step 1 — Unggah berkas Anda (Upload your file)

    Drop your file into the upload box ("Letakkan berkas di sini, atau klik untuk memilih" — "Drop the file here, or click to choose") as .xlsx, .xls, or .csv, up to 10 MB and 20,000 rows. The rule is simple: only the Nama Lengkap (Full Name) column is required. Phone numbers can be written however you normally write them — 08xxx, +62 8xx, with or without spaces — because the system tidies them up automatically. Each row counts as one customer; rows sharing the same name are never merged automatically, so deduplicate the source file first if that matters to you.

  4. Step 2 — Cocokkan Kolom (Match Columns)

    Every column in your file is paired with an Automan column through a dropdown, and the wizard has already guessed most of the pairings for you. All you really need to check are the required columns, marked with an asterisk (*). Columns you do not recognize or do not need can simply be left unmatched — they are ignored, not treated as an error. The table lays three things side by side: the column name from your file, the Kolom Automan (Automan Column) dropdown, and the first five values, so you can see exactly what is being mapped.

  5. Step 3 — Jenis Pelanggan (Customer Type)

    Your old customers need to land in the right type — the same list shown on the template sheet earlier. If the whole file is really one customer type (regular walk-in customers, say), pick it once and it applies to every row. If your file already carries its own type column, this is the step that maps it to the customer types that already exist in your store.

  6. Step 4 — Check the Pratinjau (Preview) before anything is written

    This is a dry run, not a save. The wizard processes your file in the background first and shows which rows are ready and which have a problem — before a single customer record is actually written to your store. This is where typos, a mismatched column, or a row missing something important are still catchable, so you can go fix the source file before committing to anything.

  7. Step 5 — Jalankan Impor (Run Import)

    Once the preview looks clean, press the button that actually runs it. This is the step that writes every row to your store customer list — everything before it was simulation. Let it finish; do not close the page partway through on a large file.

  8. Go back to Pelanggan (Customers) and spot-check a few names

    Press "Kembali ke Pelanggan," then look up two or three names you know well from the source file. Confirm the phone number came out tidy and the customer type landed correctly. Once that sample checks out, the rest can be trusted — and your old customers are ready for transactions the same day, with a fresh history starting to build from here.

What you end up with

Hundreds of existing customers move from a spreadsheet into Automan through one wizard — names, auto-tidied phone numbers, and the correct customer type — without retyping each one and without risking bad data, because every row clears a preview before it is ever saved.

If something goes wrong

A column from my file does not show up in the matching list

A column the system does not recognize does not break anything — it is simply left unmatched. If it actually matters, map it manually through the Kolom Automan dropdown in Step 2, or rename the header in your source file so the automatic guess lands correctly next time.

The file gets rejected on upload

Check two things: the format must be .xlsx, .xls, or .csv, and it must stay under 10 MB and 20,000 rows. If your old customer data is larger than that, split it into several files and import in batches.

Phone numbers in the preview look different from what I typed

That's expected — the system normalizes phone number formats automatically (08xxx, +62 8xx, and their variants all get tidied into one standard form). As long as the number itself is correct, this is not an error.

I am worried some customers got duplicated because the names matched

The wizard never merges rows that share a name — every row in the file is treated as its own separate customer. If your file genuinely has the same person listed twice, deduplicate it in the spreadsheet before re-uploading.

The customer type I picked in Step 3 turned out to be wrong

As long as you have not pressed Jalankan Impor in Step 5 yet, just go back to Step 3 and change the selection. After running, fixing customer type is done one by one from the regular Customers page.

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