Import Sellers/Customers (CSV)
Overview
This guide explains how to import customers (or sellers) into Ribbn in bulk using a CSV file and Ribbn’s ready-made template for faster, more accurate onboarding. You can migrate customers/sellers from an Excel file or a previous system by exporting to CSV and uploading it into Ribbn.
Although the UI location is labeled **Customers**, the same import flow can be used for onboarding **sellers** (depending on how your Ribbn workspace models users).
When to use this
- You’re onboarding a large set of customers/sellers at once
- You’re migrating from another tool and want to avoid manual account creation
- You want users to be able to log in immediately after import
Prerequisites
- Access to the Ribbn Dashboard
- A CSV file formatted using Ribbn’s official template
- For each record, at least one login identifier:
- Email and/or
- Phone number
If a record is missing both **email** and **phone number**, the user won’t have a login identifier to receive a one-time code.
Step-by-step: Import Sellers/Customers (CSV)
1) Download the CSV template
Use Ribbn’s provided template to ensure your data is formatted correctly before upload:
text
https://docs.google.com/spreadsheets/d/19_hAQ1_5q9l5zcJu20Ppt4wBu7MUSY6Z4RHtH0SkNOo/edit?usp=sharing
2) Fill out the file
Populate the template with your customer/seller information.
At minimum, the guide calls out these fields:
| Field | Required | Notes |
|---|---|---|
| Name | Recommended | Helps with identification and support workflows |
| Conditional | Used for login and delivery of one-time code (if provided) | |
| Phone number | Conditional | Used for login and delivery of one-time code (if provided) |
“Conditional” means **email and/or phone** should be present so the user can authenticate. Providing both is often best.
3) Upload the CSV to Ribbn
In the Ribbn Dashboard:
- Navigate to the Customers section
- Locate the CSV upload area (shown in the dashboard screenshot in the original guide)
- Upload your completed CSV file
4) Confirm accounts are created
After a successful import:
- User accounts are created automatically
- Imported customers/sellers can log in using the email or phone number you provided
- They receive a one-time login code via SMS or email to access their accounts
Authentication behavior (what users experience)
After import, users can access their accounts using passwordless login:
- User enters their email or phone number
- Ribbn sends a one-time login code via email or SMS
- User enters the code to sign in
Best practices
- Always use the official template to reduce formatting errors and speed up onboarding.
- Ensure every row includes at least one intended login identifier (email and/or phone) so authentication and one-time code delivery works.
- If you’re migrating from Excel, export to CSV and then paste/format into the template to match Ribbn’s expected structure.