Import Customers

Import Customers

Overview

"Import Customers" is a tool designed to streamline the process of adding customer data into the Loyal-n-Save program. While it is primarily used during the initial onboarding process to quickly populate your customer database, this feature remains accessible for use at any time. Whether you're onboarding a large number of customers at once or updating your existing database with new customer information, this feature significantly reduces the time and effort required compared to manual entry. 

Key Benefits: 

  1. Efficiency: Importing multiple customers simultaneously saves considerable time, especially when dealing with large datasets. 
  2. Accuracy: By using a standardized CSV format, the risk of data entry errors is minimized, ensuring that your customer records are consistent and accurate. 
  3. Scalability: As your business grows, you can continue to use this feature to efficiently manage and update your customer database without the need for manual input. 

When to Use: 

  1. During Onboarding: Most businesses utilize this feature during the initial setup of their Loyal-n-Save account to quickly upload their entire customer list. 
  2. Ongoing Updates: You can also use this feature as needed to add new customers or update existing records, ensuring your database is always up-to-date. 
Notes
Note: The Import Customers feature is available exclusively with the Pro and Enterprise Packages, offering advanced capabilities to meet the needs of growing businesses. 

Reaching "Import Customers"

To reach the "Import Customers" section in Control Center, perform the following:  
  1. Step 1: Log into Control Center
  2. Step 2: Choose Loyalty
  3. Step 3: Choose Customer
  4. Step 4: Choose Import Customers

Uploading Customer Records 

To ensure a smooth import process, follow these steps: 
  1. Download the sample CSV file. 
  2. Before uploading your customer list, click on "Sample CSV" to download a template. This template will guide you in formatting your customer data correctly. 

                                                                                                      Figure 1.0
  1. Make sure the CSV file that you upload matches the format of the sample CSV. Below is the sample of CSV file:

                                                                                                        Figure 1.1
  1. Skip Validations: Yes/No toggle 
    1. Recommended Setting: No - It is highly recommended to set this toggle to "No." This ensures that all data is validated during the import process, reducing the risk of importing incorrect or incomplete data. 

 

                                                                                          Figure 1.2
    1. Setting to "Yes": If set to "Yes," validations will be skipped, which may result in importing bad data. Proceed with caution if you choose this option. 

  1. Click on the "Choose File" button to browse and select the CSV file you have prepared for import.

                                                                        Figure 1.3
  1. Once the CSV file is attached, click on "Run Import" to initiate the import process. 

                                                                        Figure 1.4

 

 


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