Import and export customer data in Paymash

Import customer data

If you already have a list of your customer base, you can import it to Paymash. The table must correspond to the template of Paymash, so that the import can be carried out. If you don't have a list yet, you can create the customers individually.

When you log in to https://app.mypaymash.com/ and click on Customers, you will see a blue plus in the top right corner. Click on this plus and select "Import customers".

Import and export customer data in Paymash - photo 1

Now you can download the Excel template to get a template. Fill the table with your customers' data and upload the table again.

Good to know: Pay attention to the format of the date. Programs like Excel often automatically change the date to a shortened representation. The format of the date should be the same as the one you see in Paymash (default is "14.06.2015"). Enter an apostrophe ' in front of the date in case the date changes because of Excel.

If the import doesn't work, you can send us your import table via the chat function so we can give you feedback.

Export customer data

Log in to https://app.mypaymash.com/ and go to Customers → Export Customers. This will give you an Excel list of all the customers you've captured.