Getting Started with Customer Upload

This article will walk you through how to upload your customers to the Clover Customers app using the Abreeze Customer Upload app.

Before You Begin

Install and launch the Customer Upload app from the Clover App Market on your computer. Note that Customer Upload only works from your Clover web dashboard — not from your Clover device.

Downloading the Customer Upload app requires a one-time fee of $9.99 per merchant account.

Choose Your Upload Method

There are two ways to upload your customers:

a. Full-Service Upload ($39.96 additional fee) — Abreeze completes the upload for you. Click here for full-service upload instructions.

b. Self-Service Upload — Complete the upload on your own using the steps below:

1. Download and save your customer file as a CSV. Follow the instructions here for formatting your file if needed. Note: the self-service upload is limited to 1,500 customers per file. If you have more than 1,500 customers, you will need to split your file into multiple files and upload each one separately.
2. Click Upload CSV on the Customer Upload homepage.
3. Navigate to the CSV file you formatted in step 1 and select it for upload.
4. Using these instructions, identify the type of information in each column of your file. This step is key, as it will organize your customer data correctly.
5. Click Upload to start processing the file.
6. If your upload returns errors, follow these instructions to correct them and continue with your upload.

Frequently Asked Questions

Our Abreeze team has worked hard to answer common questions about Customer Upload in our Help Center. Click the link below to find answers to many of your questions. If you can't find what you're looking for, please reach out to us at help@abreezetech.com and we'll be happy to help!

Visit the Help Center