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Import Customer Exports

Check JSON customer files and update your customer list by ID

Use this Agent instantly or customize it - no programming needed

Import customers from a new JSON export
Reads
  • New file notice
    New file notice

    A library notice tells the Agent to look for a new file in your intake folder.

  • JSON customer exports
    JSON customer exports

    Your JSON customer exports contain the customer entries to compare with your current list.

  • Customer list
    Customer list

    Your current list supplies customer IDs and fields for matching incoming entries.

  • Import rules
    Import rules

    Your chosen array path, field mapping, and required fields guide each import.

  • Earlier import reports
    Earlier import reports

    Your earlier reports show which file IDs already have a completed import.

Shared workspace
Shared workspace

Your shared workspace holds intake files and customer lists and emails report notices.
Does this file already have a completed import report?YesNo
Skip the file
Is the JSON invalid or the chosen customer array missing?YesNo
Report the file error and notify the owner
Writes
  • Import report
    Import report

    Your report links to the file and shows change counts or a file error, plus entries needing review.

  • Owner email
    Owner email

    Your chosen owner gets an email linking to the report when the report list adds it.

Parse entries and flag missing fields or repeated IDs
Match IDs and classify new, changed, unchanged, or conflicting entries
Add new customers, update changed entries, and flag failed writes
Writes
  • Customer list changes
    Customer list changes

    Your list gains new customers and changed fields for existing customers with matching IDs.

Create the import report and notify the owner
Writes
  • Import report
    Import report

    Your report links to the file and shows change counts or a file error, plus entries needing review.

  • Owner email
    Owner email

    Your chosen owner gets an email linking to the report when the report list adds it.

This Agent waits for a JSON export in your shared folder. It checks customer IDs and updates your list. It reports changes and entries that need your review.

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Google Drive
Used as:
Show all Agents working with Google Drive
monday.com
Used as:
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Google Contacts
Used as:
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Made for your industry

Import Customer Exports is made for businesses in these industries.

Made for your role

Import Customer Exports is made for people in these roles.

Made for your department

Import Customer Exports is made for people in these departments.

How Import Customer Exports works

5 steps, in order, on every run.

  1. Find new customer exportsRead the new JSON file from your chosen shared folder. Skip it if its file ID already has a completed import report.
  2. Check fields and customer IDsParse the JSON array and check your required fields. Set aside entries with missing or repeated customer IDs.
  3. Match customers by IDCompare valid entries with the customer IDs in your list. Set aside IDs that match multiple customers.
  4. Add or update customersAdd new customers and update changed fields on single matches. Flag write failures for review and leave unchanged entries alone.
  5. Report the importCreate a report with change counts and review reasons. Trigger your chosen list rule to email the owner a link.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.

3 tools
Set your rules
  • Choose the shared document library intake folder, the customer list, and an import report list in the same workspace.
  • Specify the JSON array path, the field mapping, the required fields, and the customer ID column; make the customer ID column indexed and unique.
  • Choose the owner and enable a rule that emails them when a new import report item is created.
  • Allow the Agent to read the intake folder and to read and edit the customer and import report lists; subscribe it to document library change notifications.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Import Customer Exports:

What do I need to set up before importing?

You choose the shared intake folder, customer list, and report list. You also map the JSON fields and set a unique customer ID column.

What happens to invalid or duplicate customers?

Your list keeps those entries unchanged. The report shows each ID or file position. The owner sees why it needs review.

What if a file contains invalid JSON or arrives twice?

You get an error report for invalid JSON. The Agent makes no customer changes and skips files already reported as complete.

How will I hear about the import?

You can choose an owner and set a report-list rule to email them. The email links to the report with changes and review cases.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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