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Import/export

Learn how you can import records from Customers section

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Loyaltymaster > Left-Hand Menu > Customers

  1. Follow the above-mentioned workflow to land on the Customers screen.

  2. Navigate to the Customer Import tile. Here, a .CSV template is maintained by Loyaltymaster to make the import process hassle-free.

  3. To download the import template, click the Download import template button.

Import/export: To download the import template, click the button.

  1. This downloads the template. Open the file and fill in the information as per your requirement.

Import/export: This downloads the template. Open the file and fill in the information as per your requirement.

  1. Once filled, save the file at a conveniently accessible place in your system storage.

  2. To choose the saved file, click the Importbutton.

Import/export: To choose the saved file, click the button.

  1. This opens the customer base import popup. From here, click the Select File button choose the saved file.

Import/export: This opens the customer base import popup. From here, click the Select File button choose the saved file.

  1. Once the file is selected, click the Importbutton.

Import/export: Once the file is selected, click the button.

  1. This imports the customer profiles in the .CSV file and displays them on the Customers grid.

More in This Topic

Customer FiltersRFM AnalysisCustomer ProfileOpen Loyaltymaster

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