Xyngular: Import Back Office

To create a copy of your Customers and Distributors:

Log in to your Xyngular back office:

1. Select My Team
2. Scroll down to organizational report (Includes M- customers and D-distributors 4 levels down.)
3. Highlight entire sheet, including headers and click copy (do not highlight anything else)
4. Open a new sheet in either Microsoft Excel or Google Sheets and click Paste option: Match destination formatting (do not use Numbers for Mac)

Now to separate them onto their own list.

1. Find an highlight the Members Status Column
2. Sort the sheet by the member status column (this will put all of the M-customers together then all of the D-distributors.)
3. Highlight the chunk of Customers and Copy
4. Paste onto another blank excel Sheet (Include headers)
5. Save as- customers.csv
6. Save the remaining chunk of Distributors (with headers) as distributors.csv

TA-DAAA! Your clean list of Customers and Distributors ready for import to Teamzy.

To Import Your Files into Teamzy:

1. Go back to Teamzy
2. Click +Add contacts (upper right)
3. Select Bulk Import
4. Select the .CSV file you just prepared with your Customers listed.
5. Select Customers under Member Type
6. Click Continue to complete import.
7. Repeat for any other lists