ESS Support can import your customers if you provide the information in an Excel, Google Sheet, Apple Numbers, or .CSV document of any or all the information below. Email your document to support@storageunitsoftware.com.
Please note: The mass customer import creates tenant accounts only. The import does not create units nor rents units to tenants.
We can import any or all of the following information:
- Customer Name
- Address
- Home Phone Number
- Cell Phone Number (must be 10 digits for text messages to go through)
- Driver's License Number and State
- Social Security Number
- Employer's Name and Number
- Emergency Contact Name and Number
- Referred By
The file you send us should look like the following:
Click here to download a file template.
Please Note: If you are importing your customers yourself rather than sending them to Support, a very important step is to remove all blank rows in the spreadsheet beneath your last customer in the list. Not doing so may result in blank customers being added to your software.
Customer Import FAQ
Can I rent multiple units to one customer?
When creating customer accounts, customers with multiple units only need one customer profile. All of their units should be billed on one profile to make it easier when a customer logs into their account to pay their bill online or manage their storage account. The only time you would want one customer to have multiple accounts is if they would like to use separate payment methods for each account.
Is unit information imported?
Unit information is not included during the customer import. Please see: Renting a Unit to a Customer.
What should I do if I don't have all the information for the spreadsheet?
We cannot mass edit accounts that have already been created during a customer import. If you are missing any desired information from the import spreadsheet, you will want to wait to send the information to support so all information can be included. If you cannot wait, please understand that future edits on a customer profile will need to be manually updated on an individual basis by a facility employee.