XLS Uploader Web-App, from July 28th 2020 is temporarily not available to Clover merchants USA & Canada.

We regret this but explain that we are waiting for Clover engineers to enable a feature which our Uploader requires.

The Uploader needs to be permitted to process many imports of customer records per minute on Clover.com

 

In the short term ( until the direct service is re-enabled for Clover merchants USA & Canada),

RetailCP offer a service to manage the complete process to import Customer details into your Clover account.

We will save your valuable time.

 

Please email your request-for-quotation to app@retailcp.ie

We will quote the once-off cost based on the quantity of customer records.

We will quote for added services including preparation of lists,

and importing historic data into "Notes" field of Clover customer records.

 

The user notes below are relevant to existing merchants who are already signed up for Xls Uploader app.

Can email any questions to app@retailcp.ie

 

Xls Uploader app features.

The App will ignore blank-empty Rows & Columns.

App removes invalid details in email address.

 

Includes 'Notes' field: Text-notes can be uploaded with each Customer.

Can add 2,000 characters of data from existing customer history.


Can remove all existing customer records with one button ( CLEAN UP Customers )

If existing details need to be amended on all existing stored records.

And when you have a new 'clean' updated XLS list ready to Upload,

'CleanUp' feature to remove all existing Clover customers, before importing new list.

 

(Uploader will duplicate existing names on Clover).

To avoid 'Duplicate Customer' records on your Clover account.

Export copy existing customers details

Create new 'upload' Xls with added Notes

'CleanUpCustomers' to remove existing Clover customers ( before you Upload new list).

 

 

 

How to use our sample XLS:

Copy-paste names onto sample & Save XLS list to your 'Documents' to a 'Customers' folder.

Copy 'One Column' at a time from existing list & paste into sample XLS.

Position mouse just under column header such as "First Name" of 'Sample XLS' before you ‘Paste’.

Repeat the process for the columns you wish to import.

Always start with same top row cell (box) before ‘Paste’

 

Each customer record can include Two (2) Phone nos and Three (3) emails.

 

Must use identical 'header texts' as in Sample XLS;

[ First Name] [ Last Name ] [ Email Address ]  [ Phone ] [ Address lines ]  etc,

 

For XLS list columns that are empty, Uploader will ignore those

If you have only First name, Surname, Phone, and Email Address, then include the empty columns on Xls sample.

 

Clover does not allow 'Customer' records to be created with invalid emails:

Uploader shows errors (such as invalid emails) as Red Font.

When you select 'Upload' to import an Xls list, app shows a 'preview' of customer details:

If one or many customers text show as Red Font,

then scroll to end of preview page & select [Return to Previous]

 

 

Return to XLS list & follow below notes to correct email address errors:

Highlight the [ Email Address ] column & if 2nd emails, also highlight [ Email Address 2 ] column etc

 

Press CTRL button & 'F'  & type [] one space in the [Find what: ] box.

Clear any text or spaces in the [ 'Replace with'] box & Select 'Replace all'

XLS will show how many replacements (spaces it will remove could be thousands)

Select 'Confirm'

When above is done, restore text headers above each Email column to show:

[ Email Address ]

[ Email Address 2 ]

[ Email Address 3 ]

 

Additional RetailCP support: We can do the complete task for a once-off fee:

If you need RetailCP to prepare & set-up your XLS Upload lists & perform the import tasks

Please email to app@retailcp.ie to advise the quantity of customer names (X,000 etc)

Email one sample Xls with 3 or 4 customer records to show us the status of your existing customer lists

modify the first & last name of those customers to support data privacy for your customers.

Advise your contact phone or cell number

RetailCP will quote you the once-off fee to do the complete task.

 

 

App does not permit more than 3,000 names per XLS upload list.

Must divide very large lists into maximum 3,000 customers per list.

We suggest it is better to have maximum 1,500 names in each 'upload' XLS list.

Reason is that Clover.com imports one customer record at a time

When lists have more than 1,500 names, Clover.com can 'time-out'

You will see this error message after the 'Preview' prepares the list,

(before you can select 'SAVE to Clover'):

 

 

User notes:

1. To get started, use our Sample Xls sheet to prepare your 'import list':

Use the PC or Laptop which has stored the Xls list of customers.

Open your Clover account online dashboard & open the ICON "Xls Customer Uploader,,,"

Our Xls Uploader web-app opens to the screen below.

 

 

Open the sample XLS & save to your PC-Laptop.

Do not change any text on any headers of the Sample XLS.

Prepare lists with maximum 3,000 or better 2,000 names & copy details into Saved Sample XLS.

See notes below on how best to copy customers lists onto Sample XLS.

 

Two ways to use our sample XLS:

( A ) Copy-paste names onto sample & Save XLS list to your 'Documents' to a 'Customers' folder.

Copy 'One Column' at a time from existing list & paste into sample XLS.

Always start with same top row cell (box) before ‘Paste’.

 

Alternatively,

( B ) Open existing XLS list and replace the existing column headers with the exact header text

which you can copy from the sample XLS : i.e. [ First Name] [ Last Name ] [ Email ]  [ Phone ] [ Address lines ]  etc,

Must use-copy identical 'header texts' from Sample XLS onto list to be imported.

 

'Save As’ the prepared list to PC-Laptop to a 'Customers folder',

where you can easily identify when using 'Uploader'.

We support 'XLSM' 'XLSX' 'XLS' standard file formats.

 

2.    To upload the XLS customer list,

select & open (XLS Uploader Icon) on your Clover Dashboard,

Select 'Browse'.

Identify-select the XLS list (file-name) on your Laptop-PC documents folder.

 

 

2-1. Select 'Upload'

We show imported Customer details for review.


​If customer details are all correct, select 'Save to Clover'

 

 

2-2. Select 'Finish' to return to XLS Uploader main page-screen.

We verify content & highlight in RED any customer records which need be corrected.

If more than Two letters are entered in 'Country', Uploader displays error text in Red.

If more than 2,000 characters are entered in 'Note', Uploader displays error text in Red

 

 

​If customer details need to be amended, select 'Return to Previous'.
Edit XLS where any customers details are highlighted in Red text.

Save that XLS file,  return to 'Uploader' screen, select 'Remove' (so as not to use errored list).

Re-select 'Upload' to import corrected XLS file.

View & Verify all details are correct & confirm 'Save to Clover'. 

If you confirm 'Save to Clover' before you correct customers marked in Red text,

App will upload all other customer details & will ignore-skip those highlighted in Red text.

 

2-3. App shows how many Customer names are being uploaded:  xx/ yyyy
 
2-4.  To verify all names have been imported to Clover account, you can ‘Export’ all names:

Clover will generate an XLS list including names entered manually & imported via Uploader.

On Clover.com online dashboard account, open ‘Customers’ & select ‘Export’.

 
 

3. Tips on fixing simple issues with XLS lists

XLS Uploader automatically removes spaces from post codes,

because Clover does not accept spaces or characters within Postal codes.

 

Uploader automatically removes invalid information from 'Email Address' columns

because Clover does not accept invalid email addresses.

 

XLS Uploader automatically removes-ignores empty Rows & Columns.

 

For most Clover merchants, with customers in same country,

it is not necessary to include 'Country code' on customer address details.

If you need to include 'Country code', Clover accepts '2 characters' only.

I.e. 'US' for United States,  'IE' for Ireland & 'GB' for Great Britain, or 'UK' if you prefer.

XLS Uploader will highlight in RED any 'Country' text with more than 2 letters.

 
See FAQs on how to correct Telephone numbers within an XLS file.( Format tel-nos as 'Text').
 
 

4. To remove all existing Customer records from Clover account (before a new list is imported):

Select the [Clean Up Customers] button, top right of Uploader app page-screen.

Confirm ( Yes, remove all customers ).

 

 

Web-app will show progress as it removes all customer records.

 

 

Select ( Finish ) to return to main Uploader page, where you can upload new corrected list.