Importing & exporting clients

If you already keep your buyers in a spreadsheet, you can bring them all into Frisbee at once. You can also download your full client list any time.

Open Clients from the left-hand menu.

Import clients from a spreadsheet

1. Select Upload Clients.
2. Select Download Template to get the spreadsheet (an Excel .xlsx file) set up with the right columns.
3. Fill in one row per client. Three columns are required: first_name, mobile and postal_code.
4. Add any optional details you have: last_name, email, address, property_name, town, state, country, notes, pic, herd_id, company_name and tags.
5. Save the file, then drag and drop it (or browse to it) in the upload box.
6. Select Upload.

Start from the template, then drag your spreadsheet in to import every client at once.

Getting your spreadsheet right

A few rules to avoid errors when you upload:

• Postal codes must be valid 4-digit Australian or New Zealand codes.
• Country accepts Australia, New Zealand, AU, or NZ. Leave it blank to use the farm's country.
• State must be one of NSW, VIC, QLD, SA, WA, TAS, NT or ACT.
• Email must be a valid email address.
• PIC must be exactly 8 characters (letters and numbers).
• company_name creates a new company if it doesn't already exist.
• tags are comma-separated, and any tag that doesn't already exist is created for you.

Updating clients you already have

You can use the same upload to update existing clients rather than add new ones:

1. Export your clients (see below) — the file includes each client's id.
2. Keep the id column, change what you need, and upload the file.
3. Delete any optional column you don't want to change. Data in columns you leave out is kept as it is.

Blank cells clear values

In a column you keep, a blank cell clears that detail on the client (except country, which falls back to your farm's country). Remove the column instead if you don't want to touch it.

File limits

Uploads must be Excel .xlsx files and under 10 MB. Use the downloaded template as your starting point — it already has the columns named correctly.

Export your client list

1. Select Export Clients (excel) at the top of the Clients page. The button shows how many clients match your current search and filters.
2. Choose which clients to include: Active clients only, All clients (active + archived) or Archived clients only.
3. Confirm, and the spreadsheet downloads.

This is handy for backups, reporting, or sharing your buyer list outside Frisbee. To export only a few clients, tick them in the list and select Export in the bar that appears.

Send a client their Purchase Summary

A Purchase Summary is a PDF or spreadsheet of what one client has bought from you, with your farm's name and logo at the top. It is handy when a client asks "what did I buy at your last sale?".

1. Open the client from the Clients page.
2. Select Export, beside Edit client.
3. Choose PDF to send or print, or Spreadsheet if the client wants to sort and add up the figures themselves.
4. If the client has bought at more than one sale, untick any sale you want to leave out. Direct sales are purchases you recorded without a sale.
5. Turn Show prices off if you would rather not show what they paid.
6. Turn Include contact details off to leave out their email, phone, address, PIC and herd ID.
7. Select Export. The file downloads to your phone or computer, ready to attach to an email.

Choose the file type, the sales to include and what to show.

Frisbee does not send the file for you. It never includes your notes or tags, so it is safe to pass on to the client.

Totals only count what is listed

The total adds up the purchases in the file. If you entered a client's earlier purchases as a starting figure, that figure is not in the file, so the total can be lower than Total invested on their profile.

If Export is greyed out, the client has nothing in their purchase history yet.

Next steps

• Adding a client
• Organising clients with tags
• The client record