Quickly add new customers to your marketing database.
ā ļøImportant: To view the Customers section on the main menu you need to have the user permission to view and manage customers.
You can add individual customers or import them in bulk.
Add individual customers
To add a new customer to your database:
Click Customers on the main menu.
Click on the purple button New Customer in the top left-hand corner.
Fill out the form in the customerās details and click Save.
šNote: Any customer who has made a booking through the Booking Widget will automatically be added to your customer database.
Bulk upload customers
If you need to add a large number of customers, we can assist you with a bulk upload.
To get the process going, complete the Customer Data upload form.
Once you have completed adding details to the spreadsheet, please send it to us.
šNote: This can take up to ten working days to complete and if the form is not completed correctly, you may incur further delays.
CSV column reference
Below you can see an example on how to correctly fill in the customer data upload form:
Column | Description | Required | Example |
Site ID | The Collins 24-character alphanumeric ID of the Site | Yes | 552435790df6902b7256f237 |
First name | First name of the customer | Yes | Alice |
Last name | Last name of the customer | Yes | Johnson |
Email address | Email address of the customer | No | |
Phone number | Phone number of the customer | No | 07700 100001 |
Preference nameYYYY-MM-DD | Date the customer opted in, or YES or NO. The CSV template includes one column per marketing preference configured for the organisation. Column names are derived from the preference name (Email Marketing (YYYY-MM-DD)). If the organisation has no marketing preferences, no marketing columns appear. Leave blank to skip, existing preferences are not changed. | No | 2025-01-15 |
DOBYYYY-MM-DD | Date of birth in Year-Month-Date format | Yes | 1990-03-15 |
Customer notes | Free-text notes about the customer | No | Regular customer |
Company name | Company the customer is associated with | No | Acme Corp |
Labels | Comma-separated list of labels to tag the customer | No | VIP. Regular |