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Importing Customer List from a File

In your Fortis POS Platform, you can upload an XLSX file containing your Customer data.

  1. Download the template and fill in the table.
  2. Sign in to your Fortis POS Platform at https://my.fortis.world/auth/login
  3. Go to Customers.
  4. Click Import.
  5. Click Import List and select the file with your Customer data.

Here's the list of fields of the template.xlsx file:

  • First name. Required. 2 to 32 characters.
  • Last name. 2 to 32 characcters.
  • Phone. Required. Correct: +971581234567. Incorrect: 971581234567, 971 58 123 45 67, 581234567. Only one phone number per cell is allowed. Before uploading the file, please assure that all the phone numbers are unique.
  • Email. Correct: mycustomer@gmail.com. Incorrect: mycustomer, mycustomer@gmail, my customer@gmail.com. Only one email per cell is allowed. Before uploading the file, please assure that all the emails are unique.
  • Date of birth. YYYY-MM-DD (YYYY.MM.DD), or DD-MM-YYYY (DD.MM.YYYY). Correct: 2000-12-31, 31-12-2000, 31.12.2000. Incorrect: 12-31-2000, 2000 december 31.
  • Gender. Male or female.
  • Comment. 1 to 1024 characters.

Other requirements:

  • Don't change the table's headers.
  • Remove the line containing the example data set. It is important to remove the line completely, not just delete its contents.
  • The file should contain no more than 100 lines.
  • The file size shouldn't exceed 300Kb

Done! You have uploaded the Customer list.