Import customers from a CSV or Excel file
If you already have customer data in a notebook, spreadsheet, or billing software, you can import it into Ferbz in bulk using a CSV file. Start with your top 20–30 chronic-care customers.
Download the import template
Go to Customers → Import in your dashboard. Click 'Download CSV template'. Open it in Excel or Google Sheets.
Fill in your customer data
Each row is one customer. Required columns: Customer Name, Phone (with country code, e.g. +919876543210), Medicine Name, Follow-up Interval (days). Optional: Language (hi/en/mr/te/kn), Notes.
Save as CSV
In Excel: File → Save As → CSV (Comma delimited). In Google Sheets: File → Download → CSV.
Upload and preview
Back in Ferbz, drag the CSV into the upload area or click 'Browse files'. A preview table shows the first 10 rows. Check that columns have mapped correctly.
Confirm the import
Click 'Import customers'. Ferbz creates a customer record for each row and schedules reminders automatically based on the follow-up interval.
PRO TIP
If a phone number already exists in the system, that customer is updated — not duplicated. Safe to re-import after corrections.
Still need help? Contact our support team — we typically respond within 2 hours.