# Import customers into Rekaz: branch mapping and final preview

Source: https://help.rekaz.io/en/articles/17060522-import-customers-into-rekaz-branch-mapping-and-final-preview
Updated: 2026-09-22

Before Upload, check where the customers will belong and how their information lines up. A successful column match can still point to the wrong kind of information. Use the preview to catch those mistakes, and review the rest of the file separately.

**Customers → Actions → Import**

## Your Branch Name / Rekaz Branch

Each row shows a branch name found in the column you mapped. Select the existing Rekaz branch that should receive customers with that name. This is a translation between the file’s branch labels and your business locations; it is not a request to create a new branch.

For example, your old spreadsheet may call two locations North and South. Choose the appropriate Rekaz location beside each name, even when the saved branch names use Arabic and the platform interface is in English. Branch names keep the text entered by your business.

  

![Choose a Rekaz branch for each name in the file](https://downloads.intercomcdn.com/i/o/aahcqj2g/2686665116/80bf5b8b3f75ec0f38b170af1251/m8jdlj.png)

  

_Choose a Rekaz branch for each name in the file_

## Select Branch / required branch mapping

Complete every branch mapping before Next. If one is missing, the wizard shows “Please map all branches before proceeding.” Review each remaining Select Branch dropdown; choosing a branch for the first row does not fill the others.

Check the location names carefully when they are similar. A correct name-column mapping cannot compensate for assigning the customer to the wrong branch.

  

![Review every branch assignment](https://downloads.intercomcdn.com/i/o/aahcqj2g/2686665121/dbf3c4788c6aa3d6162929254714/3s276n.png)

  

_Review every branch assignment_

## Default when no Branch column is mapped

If you did not map a Branch column, this step shows one Default row with a Rekaz branch already selected. Check and change that selection to the intended location for this file. Do not assume it is the branch currently selected in your account menu.

Use a branch column when the file contains customers for different locations. One Default mapping is not a way to distribute those customers among several branches.

  

![Check the preselected branch when no branch column is mapped](https://downloads.intercomcdn.com/i/o/aahcqj2g/2686665112/700a18ecdaea47b52d199ea72128/jzd6lw.png)

  

_Check the preselected branch when no branch column is mapped_

## Preview Data: first 10 rows

The preview displays the first ten customer rows, or all the rows when there are fewer than ten. It is a sample for checking the mapping, not a count of every customer in the file. A file with eleven customers still shows ten preview rows.

Read across each visible row: the customer name should sit under Customer, the phone under Mobile Number and the selected location under Branch. Compare these with the original spreadsheet. Use horizontal scrolling to review columns beyond the visible area and vertical scrolling when the sample does not fit on screen.

A tidy preview does not validate rows after the first ten. Check the entire source file for missing names, incorrectly formatted numbers and misplaced values before continuing.

  

![Compare the preview with the original file before Upload](https://downloads.intercomcdn.com/i/o/aahcqj2g/2686665120/6a996f85ba9e57be22cc6945e101/y6f304.png)

  

_Compare the preview with the original file before Upload_

## Previous

Use Previous to correct branch choices. Go back once more to correct a column match. Then move forward and check the updated preview. Do not choose Upload while planning to fix the mapping afterward.

## Upload

Upload is the final action that submits the prepared import. Use it only after checking the file, mappings and preview. Choosing the file earlier and reaching this screen are preparation steps, not a completed import.

After submission, review the import result before submitting the same file again. Do not treat a second submission as a harmless refresh or assume that it updates matching customer records.

## Close before submitting

Close leaves this draft without using Upload. If the preview exposes a problem that needs editing in the spreadsheet, close the wizard, correct the file and begin again with the corrected version.