Manage the Customer Database in SkyTab Lighthouse Business Manager

Description: Learn how to view the customer database, update customer information, import, and export customer lists in Lighthouse Business Manager (LBM).

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To watch more how-to videos, visit our video section.

View the Customer Database

Select Customers > Customer Database from the left navigation menu.

Import the Customer List

To begin managing your customer data in the system, you’ll first need to import the complete customer list. 

1. To import existing customer contact information, utilize the downloadable template located under the Import Contacts button.
   Note: You can upload this file in any format, but it needs to follow this template to ensure the correct format and editing is easier. For best results, break the file into groups of 100 customers rather than importing all records at once.
   
   Note: While editing the template, remove any dashes, dots, or parentheses from phone numbers.
2. Once the information is added to the template, select the Import Customers button again to begin the upload process.
   
3. From this screen, the user can download a template or select Choose File to upload a completed template. The following file types are supported:
   • CSV
   • TSV
   • XLS
   • XLSX
4. Drag and drop the file to the screen or select the Choose File button. Once the template is added, confirm the information in the "Map Data" section by selecting Next. Import the data to complete the process.

Export the Customer List

To create a downloadable copy of your customer data, start by exporting the customer list.

1. In the Customer Database, select Export.
2. Select the format that's needed, and the download will begin automatically. The following file types are supported:
   • CSV
   • Excel
   • PDF
     

Add a New Customer

The Create New Customer option allows the user to add customers without a template manually. The following information can be added in this section:

• First Name
• Last Name
• Phone Numbers: Multiples can be added by clicking on the Add Phone Number link (enter numbers only - do not include dashes, dots, or parentheses)
• Emails: Multiple can be added by clicking on the Add Email link
• Customer Addresses: Multiple can be added by clicking on the Add Address link
• Comment
  
  Note: By selecting a customer from the list, it's possible to edit or delete them.