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  Public Ticket #2052876
CSV file import of customers
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  •  4
    damhnait started the conversation

    Hello,

    Is there no option to import a CSV file of customers into the customer list of Amelia? I have a client moving from another booking platform and she would need to import her customer list to ease the new booking process. If there is no solution to this, among other limitations of this plugin, I would request a refund. 

    Regards

  •  2,572
    Aleksandar replied

    Hello damhnait.

    I am sorry to disappoint you, but unfortunately importing CSV files into the plugin is still not an option.

    You can, however, access PHPMyAdmin, and navigate to wp_amelia_users table. There you can see how other customers are being stored in the database, so if you're able to modify the CSV file so it's columns match the one from the database, you should be able to import that CSV file and update that table which is used to store all Amelia users.

    If this workaround doesn't suit your needs, and you'd still like to ask for a refund, you need to log into http://store.tms-plugins.com/ with the credentials you received when you purchased the plugin, and you'll find the refund option there.

    Best regards.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  4
    damhnait replied

    That is a manageable solution. I can sort that without too much of an issue. Thank you

  •  2,572
    Aleksandar replied

    I'm glad to hear that, damhnait.

    Thank you.

    If you have any further questions or issues, please feel free to open a new ticket, and we'll gladly help.

    Best regards.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  3
    Adan replied

    I also need something similar. 

    Unfortunately I am not a programmer so I don´t know how to do what you suggested to this user. 

  •  2,572
    Aleksandar replied

    Hello Adan.

    I'm sorry to say that the CSV import of existing customers and employees is not yet a part of the plugin. We have it planned for one of our future releases, but I cannot promise when that will be.

    Unfortunately, there are a lot more tables in the database now, and a lot more relations between them, so this wouldn't help you out even if you were a programmer. At the moment, there's no way of adding existing customer database to Amelia.

    Sorry for the inconvenience.

    Best regards

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  4
    damhnait replied

    I see that it is planned to be implemented. I do hope that is a priority though. That is a standard feature for so many of your competitors. I also understand that it isn't just a few lines of code to administer either.  Primary keys and relational database nightmares written all over it, oh dear. Best of luck

  •  2,572
    Aleksandar replied

    Exactly right, damhnait.

    Unfortunately, I still cannot give you an ETA when that will be implemented. I do hope that it will be soon, but I cannot promise anything.

    Best regards.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  1
    Ben replied

    Is this implemented yet?

  •  2,572
    Aleksandar replied

    Hello Ben

    Our development team has been focused on new features, so this has been postponed.

    They did add the import feature to our next development sprint, so I hope it will be included in the next couple of months. Sorry for the delay!

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  2
    James Wagstaff replied

    How is this looking?  This should be at the very top of your backlog as it is a huge blocker for any large client wanting to move onto Amelia - lack of CSV import is actively discouraging established businesses from coming on board.  I'm just setting up for a client with a big customer list, but if I can't even use PHPMyAdmin to move the list over then I may be a bit stuck.

  • [deleted] replied

    Hi, James,

    Sorry to hear that. 

    I will forward your feedback to our developer team.

    Please let us know if you have any other questions or concerns.

    Best Regards.

  •  2
    James Wagstaff replied

    Thanks Liza,

    Please also forward to your product team.  I know a little bit about scaling products so I will give you a free tip!  Successful startups tend to be very good at listening to their users and responding quickly - this becomes part of their culture and process and it works really really well.  A lot of them plateau at that point, because the tools that made them a successful SME will not work for scaling up to the next level.  At this point you have to stop listening to what your users want and start finding out what the users that you want to have in the future want.  By insisting that the only way to add accounts into your software is through your software you are limiting yourself to greenfield site builds - that means startups and businesses who have never had a scheduling system before.  The proper money is with businesses who are already paying for a scheduling system but want something better and more modern.  They use Opera, Amadeus and a bunch of other costly platforms.  They have money - you want their business.

    There are two things you have to do to get these clients.  1) Make the transition to your system as painless as possible - even if you have to do it yourself  2) Provide integrations to everything you can.  Start with Zapier because that will provide the most options - then research what systems your desired future clients are using.

    Small example - I recently moved around 20 commercial websites from Dreamhost to Cloudways, because Cloudways are a better fit for our business.  Migrating to a new host is painful at the best of times, but Cloudways have built a Wordpress migrator plugin that handles 90% of the work for me.  Install plugin > Migrate > Job done!  That's really why I moved, I just wouldn't have bothered otherwise.

    As you already have a great product, your RoI on improving the product itself is small compared to the RoI on helping people move on to it.

    Sorry for the rant - I hope it is helpful to someone.  I'll be applying for a refund - please let me know if/when you have this sorted out.

    Best,

    James

  • Ben replied

    James is absolutely correct here. 

    The lack of current client import is a roadblock to rolling Amelia out to more sites.


    Amelia is described as an enterprise level solution, but if you can’t migrate enterprise sized data sets easily then this is at best a misnomer.

    This request has been kicking around since sometime in 2019. I know your development team has the request, but do they have the intention of implementing it?




  •  1,814
    Miloš replied

    Hello everybody,

    I am writing on behalf of the Amelia plugin development team. 

    I must say that you totally have a point here. 

    This feature has been requested from time to time in the past few years as it is a roadblock for the businesses that already have some other booking plugin, and need to switch and import the customers into the Amelia. However, we constantly had some other features requested hundreds of times by the potential new users and the old ones, and we gave those features the priority based on the number of requests. 

    It is very hard to find the balance between the roadblocking features for the potential new users and for the existing ones, and we always give our best to implement as many features as possible for both groups. While making our priorities, besides the number of requests we also consider the complexity of each feature and combining those two (and some other factors) some features are postponed.

    What I can say is that we have already investigated some of the possible ways to make the Import functionality and we will probably make a faster solution first and then expand the functionality later. The biggest problems with this feature are:

    • The file that you import needs to have the exact columns like customer's profiles have in our database,
    • We will need to decide what will happen if the email already exists in the database 
    • Amelia customers will not be connected to WordPress users and we will need to add an option for this
    • We will probably need to create a login for those customers

    So if you have any suggestions to help us in deciding about these subjects above please do not hesitate to write. Once we finish the current features that are in the development phase we will start working on the Import functionality.

    Best regards.

    Kind Regards, 

    Miloš Jovanović
    [email protected]

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  •  2
    James Wagstaff replied

    Great stuff.  

    The data structure of csv imports can be really tricky.  I'd suggest you have a look at the WooCommerce product importer.  It has a nice way to allowing you to map columns as you import, and it's super-usable. Another handy option is to have an example csv file ready to download.  It's not as nice a solution because it means the customer has to look at your example and do all their data prep in Excel to match exactly what you require instead of you helping them to do it during the import process - but it would be quick to build and would make a workable solution in the short-term.

    I'm not sure about the Wordpress user accounts - you could check out something like this https://wordpress.org/plugins/import-users-from-csv-with-meta/  but I don't really have any experience in that area.