> For the complete documentation index, see [llms.txt](https://docs.yoplanning.support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yoplanning.support/en/faq/faq-pour-le-parametrage/importer-un-fichier-client-dans-yoplanning.md).

# Importer un fichier client dans Yoplanning

### **What is the purpose of importing a customer file?**

Importing a customer file allows you to massively transfer customer data to Yoplanning. This feature is ideal for integrating existing customer lists without manually adding them one by one.

### **Steps to import a customer file**

As a Yoplanning customer, you cannot import your customer files directly into the application yourself. However, you can ask Yoplanning support to do it for you. Here's how to do it:

1. **File preparation**:
   * Prepare an **Excel or CSV** file with the necessary information.
   * Minimum columns should include:
     * **Name**
     * **First name**
     * **Email** (required)
   * You can also add additional information like the mailing address by separating the following into separate columns: address, zip code, city, and country.
2. **Import conditions**:
   * Only customers with a valid email address can be imported. Lines without an email will not be considered.
3. **Sending the file to support**:
   * Send the prepared file to the following email address: **<support@yoplanning.com>**
4. **Validation by support**:
   * Once your file is received, the support team will check its format and import the data into your Yoplanning account.

### **Best practices**

* **Check email validity**: Make sure each customer has a valid email address, as this is a mandatory requirement for importing.
* **Uniform Format**: Use a consistent format for each column to avoid errors during import.

**For any further assistance, please do not hesitate to contact Yoplanning support at <support@yoplanning.com>.**


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