---
title: "How to Import Customer"
description: "Learn how you can import records from Customers section"
url: https://help.loyally.ai/en/articles/67-how-to-import-customer
collection: "Customers and CRM"
updated: 2026-02-20
language: en
---

# How to Import Customer

Learn how you can import records from Customers section

* * *

## **Import Existing Customers**

Quickly bring your existing customer data into Loyally.ai with a few simple steps.

1.  Sign in to [**Loyally.ai**](https://app.loyally.ai/) and go to '[**Customers**](https://app.loyally.ai/clients)' in the Menu Panel.
    
2.  **Prepare Import File:**
    
    1.  ![](https://staticfiles.gleap.io/ghelparticle/2hGcSX6BIVn8zBQVu3sxcMh39C6CEvdGZDe7x2QUW89mM1YRWkZ10hhDMkGkzwiLx5xz9YQukHT.png)
    2.  ![](https://staticfiles.gleap.io/ghelparticle/oq3LCym8PkeKnAURXZFgYX28uNoKn4xFkrr9iQ3umhFdK9rFnplphOIWe6LQv7Sh4UMDExLDX1B.png)
3.  **Import Customer Data:**
    
    1.  Under '**Customer Import**', click '**Import**' button, and select the XLS file.
        

**Done**! 🎉🎉 Confirm import success and review new customers in your database.

![](https://staticfiles.gleap.io/ghelparticle/BcSdnY7hY62UEMol1jqL1wnEj7J5r4cZaj2VVRpy1O952EzrvsXu2DQThykpgv66pUlY64xoevM.gif)