How can I export, edit, and import customer properties

To export, edit, and then re-import customer properties into the system, please follow these steps:

1. Log in to the ikas dashboard:

   Log in to your ikas dashboard.

2. Access the customers:

   Click on the tab Customers > Customers in the left-hand menu.

3. Export customer properties:

   Click on Export in the top right corner. A window will appear.
   Select the format .csv, then choose Customer Properties, and finally All Customers.
   Click on Export to download the file.

   
4. Upload the file to Google Sheets:
   Go to Google Sheets and open a blank spreadsheet. 
   Click File > Import at the top left. 
   In the window, go to the Upload tab. 
   Click Browse, select the exported file, and click Open.
   Keep the settings: Replace spreadsheet, Detect automatically, and check Convert text to numbers, dates, and formulas.
   Click Import data.
   
   

   

   
   
   
5.  Export specific customers with properties (optional):
   If you only want to export specific customers, you need to create a filter first. You can find out how to do that here. Once filtered, the selected customers can be exported.
6. Edit the data:
   When editing, please note that customers are identified by their Customer ID and Email. Therefore, these two fields must not be changed.
   
   

   Supported types:

   Type	Description
   Boolean	Only TRUE or FALSE allowed
   Choice	A predefined selection option
   Multiple choice	Multiple predefined options, separated by ;
   Number	Only numbers, use a period for decimals
   Text line	Free text
   Date	Format: YYYY/MM/DD
   Date and time	Format: YYYY/MM/DD (time is automatically 00:00)

    

   Note: Column names follow the format Type:PropertyName, indicating the type.

   Column examples and their meaning:

   Column name (example)	Required	Definition / Note	Example value
   Customer ID	x	Must be present and must not be changed	a5c123de456
   Email	x	Must be present and must not be changed	customer@ikas.com
   Boolean:test		Only TRUE or FALSE allowed	TRUE
   Choice:Color		One of the predefined options. New options not allowed.	Blue
   Multiple choice:Hobby		Separate options with semicolon. Only existing ones.	Reading;Traveling
   Number:Age		Only numbers. Use a period for decimals.	42.5
   Text:Comment		Free text possible.	Regular customer since 2023
   Date:Birthday		Format: YYYY/MM/DD	2025/06/27
   Date and time:Start		Format: YYYY/MM/DD. Time is automatically 00:00.	2025/06/27

    

7. Save the file in the correct CSV format:

   Click on File > Download > Comma-separated values (.csv) to save the file.

   

8. Import the file into the ikas dashboard:

   Go back to the ikas dashboard under Customers > Customers.
   Click on Import, select Customer Properties, click Next, and select the updated file to import the customer data.

   

   

What happens in case of error messages?

If there are issues during the import:

1. You will receive an import file with errors – either via email or it will be downloaded directly.
2. The file contains an additional column with error messages.
3. Check the notes, adjust the file accordingly, and try the import again.