Customer Success Portal
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There are two options to add customers into the truvi platform
1.) You can add them one at a time or
2.) Add them in bulk using the customer import function.
Import Customer Accounts (Advanced)
Use this option to create customer accounts with full address details and provide customers with access to your website.
Download the ADVANCED customer import file here»
from the left side menu
option OR use the link
(You will need to update this link with your website URL)
Please Note: The URL to access the Advanced Customer Import is different from above.
to select your file from your computer files
Select a Customer Group
to add all customers to during the import by
Clicking the Customer Group
to learn how to set up Customer Groups.
Updated: 08 Jan 2019 01:32 PM
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