Customer Import
Import your customers via CSV upload or Stripe integration
Overview
AskUsers supports two methods to import your customer data:
- CSV Upload - Manual import from any data source
- Stripe Integration - Direct sync with your Stripe account (Growth plan required)
CSV Import
Supported File Format
Upload a CSV file with your customer data. The file should include:
| Field | Required | Description |
|---|---|---|
| Yes | Customer email address | |
| Name | Yes | Customer or contact name |
| Total Spent | Recommended | Total revenue from customer |
| Monthly Spend | Optional | Average monthly spend |
| Payment Count | Optional | Number of transactions |
| First Payment Date | Optional | Date of first transaction |
| Last Payment Date | Optional | Most recent transaction |
| Refund Volume | Optional | Total refund amount |
Import Process
Upload Your File
- Navigate to the Outreach page
- Click the Import CSV button
- Drag and drop your CSV file, or click to browse
Map Your Columns
The system will auto-detect common column names. For unrecognized columns:
- Review the column mapping interface
- Map each column to the corresponding field
- Skip columns you don't want to import
- Preview the data to verify mapping
Process Import
- Click Import to start processing
- Watch the progress indicator for status
- Large files are processed in batches (background processing)
Review Results
After import completes:
- View total customers imported
- Check for any skipped rows (invalid data)
- Review duplicate handling (merged by email)
Deduplication
When importing customers with emails that already exist:
- Existing records are updated with new data
- Spend amounts are cumulative - new values add to existing
- Dates are compared - earliest first payment, latest last payment
Email addresses are the unique identifier. Customers with the same email are automatically merged.
Stripe Integration
Stripe integration requires a Growth or Lifetime plan.
Connecting Stripe
Create a Restricted API Key
For security, we recommend using a restricted API key:
- Go to Stripe Dashboard → API Keys
- Click Create restricted key
- Enable Read access for:
- Customers
- Charges
- Invoices
- Copy the restricted key
Connect in AskUsers
- Go to Settings → Integrations
- Paste your Stripe API key
- Click Connect
- Your key is encrypted with AES-256-GCM
Import Customers
- Click Import from Stripe
- Select import options:
- Include all customers or set minimum spend
- Low-spend cleanup - Remove customers below threshold
- Click Import
Stripe Data Mapping
The following Stripe fields are automatically imported:
| Stripe Field | AskUsers Field |
|---|---|
email | |
name | Name |
Sum of charges.amount | Total Spent |
Count of charges | Payment Count |
Min charge.created | First Payment Date |
Max charge.created | Last Payment Date |
Sum of refunds.amount | Refund Volume |
Low-Spend Cleanup
Remove customers below a spend threshold to focus on high-value opportunities:
- Go to the customer list
- Select Low-Spend Cleanup from actions
- Set minimum spend threshold (default: $10)
- Preview customers to be removed
- Confirm deletion
Customer Prioritization
After import, customers are automatically prioritized based on spend:
| Priority | Criteria | Description |
|---|---|---|
| High | Monthly spend > $100 | Top expansion opportunities |
| Medium | Monthly spend $50-100 | Good potential |
| Low | Monthly spend < $50 | Lower priority |
The priority formula:
monthlySpend = totalSpent / months since first payment
priority = monthlySpend >= $100 ? 'high' : (monthlySpend >= $50 ? 'medium' : 'low')