Importing Customer Records on Loyaltymaster

  1. Overview
  2. CRM - Your Customer centre.
  3. Importing Customer Records on Loyaltymaster

Introduction

This guide provides a detailed step-by-step process to help you import customer records from the Customers section in Loyaltymaster. It also includes a troubleshooting guide for any potential issues during the import process.

Part 1: Accessing the Customer Import Tool

1.1 How to Access the Customer Import Tool

  1. Begin by logging into your Loyaltymaster account.
  2. Navigate to the left-hand menu and click on "Customers". This will bring you to the Customers screen.
  3. From there, find the "Customer Import" tile.

Troubleshooting: If the "Customers" option doesn't appear in the menu or the "Customer Import" tile isn't visible, ensure you have the necessary permissions to access these features. If problems persist, try refreshing the page or restarting the Loyaltymaster application.

Part 2: Importing Customer Records

2.1 How to Import Customer Records

  1. Loyaltymaster provides a .CSV template to facilitate the import process. Click on the "Download Import Template" button to download this template.
  2. Open the downloaded template and fill in the required information according to your needs.
  3. Save the file to an easily accessible location on your system.
  4. Back on the Customers screen in Loyaltymaster, click on the "Import" button.
  5. This will open the customer base import popup. Click the "Select File" button and navigate to where you saved the update. CSV file.
  6. Select the .CSV file and then click the "Import" button.
  7. This action will import the customer profiles in the .CSV file and display them on the Customers grid.

Troubleshooting: If you experience difficulties importing the .CSV file, ensure the file isn't open in any other application. If the imported data doesn't appear in the Customers grid, ensure the .CSV file is formatted correctly according to the provided template.

Conclusion

This guide aims to assist you in smoothly importing customer records into Loyaltymaster using the .CSV template. Follow these instructions to enhance your customer management efficiency. If any issues occur during the import process, refer to the troubleshooting guide for solutions. For further assistance, don't hesitate to contact the Loyaltymaster support team. Happy customer management!

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