Party Center Software: How to import SMS opt-ins into Patch

Step 1: Export your customer report from Party Center Software

1. Go to your Party Center Software portal's "Reports" > Customers > Customer Details section. It should look like this when you get there.

2. Adjust your filter options. We recommend setting:

   1. Customer Type --> Customers with Orders
   2. Start Date --> 365 days ago
   3. End Date --> Today
   4. Date Type --> Order Date
   5. Dependents --> Search All Customers

3. Click "Run Report" to generate your filtered customer data.

4. Review the generated report to confirm it includes the required contact information - Email, Phone, DoNotSolicit.

5. Export the report as a .csv file

Step 2:  Prepare the "DoNotSolicit" Column for Patch Import

To ensure SMS opt-in status updates correctly in Patch, you’ll need to modify the "DoNotSolicit" column in your exported "CustomerDetail.csv" file. 

1. Open the file using Excel or Google Sheets

2. Move the "DoNotSolicit" column to column A for easier referencing.

3. Insert a new adjacent column and label it "DoNotSolicit2"

4. In the "DoNotSolicit2" column, enter the following formula (starting in B2): 

   1. =IF(A2="Opt-In", TRUE, FALSE)

5. (Optional) Retain only the Phone, Email, and DoNotSolicit2 columns to streamline your data before importing into Patch.

6. Save your modified file

7. If working in Google Sheets, export the file as a .csv. 

Step 3: Import your customer report into Patch

1. In your Patch account go to Account Settings > Import

2. Click the purple plus button to create a new import

3. Set up your import using these recommended options: 

   1. Step 1: Configure > Update Contacts By

      1. Set the first option to "Only Update Existing Contacts (do NOT create any new, even if not found)
      2. Set the second option to "Phone Number"
      3. Set the third option to "Do not replace contact fields where values exist

   2. Step 2: Upload your "CustomerDetail.csv" file from Party Center Software and only set these recommended fields:

      1. Map the "Phone" column to "Phone Number" in the dropdown (this serves as the unique identifier for syncing SMS opt-in status)
      2. Map "DoNotSolicit2" to "SMS On" in the drop down
   3. Step 3: Enter your initials and confirm your import.

Once complete, Patch will update the SMS On value for contacts who placed orders in the specified date range, reflecting their current opt-in status.