Data Import
Upload CSV files to import customers, payments, and energy usage data
Quick Start Guide
1Import Customers2Import Payments3Recalculate Risk
Download the template for each import type, fill it with your data, and upload. After importing, click "Recalculate Risk Scores" to update all customer risk assessments.
Customers
Import customer records from your CRM or spreadsheet
Required Columns
external_idfirst_namelast_namephone_primary
Optional Columns
emailregionsystem_typecontract_totalcontract_months
Drop your CSV file here
or browse to select
Payments
Import payment transactions (M-Pesa, Airtel Money, cash)
Required Columns
external_idcustomer_external_idamounttransaction_time
Optional Columns
payment_methodpayment_referencecurrency
Drop your CSV file here
or browse to select
Energy Usage
Import device telemetry and consumption data
Required Columns
valuetimestamp
Customer ID (one required)
customer_external_idordevice_serial
Optional Columns
reading_typeunit
Drop your CSV file here
or browse to select
Recalculate Risk Scores
After importing data, recalculate risk scores for all customers