Customer Success Portal

            Import Customers

            There are two options to add customers into the truvi platform.  

            1.)  Add customers one at a time
            2.) Add them in bulk using the customer import function.
            Note:  Prior to importing customers, you may want to set up customer groups first, if you have them.  Customer groups such as "Friends & Family" "VIPS" are also used to identify your customers.  

            Import Customers
            Use the attached import file to upload customer accounts with complete address details, marketing notification settings, etc., along with access to your site. Copy and paste the associated information onto this template, leaving the columns in the order in which they were provided. 

            • Select Customers from the left side menu
            • Select the Import Customers option 
            • Browse to select the updated file from your computer files
            • Select a Customer Group (if applicable) to add all customers to the group during the import by Clicking the Customer Group drop down. Click here to learn how to set up Customer Groups.
            • Click Upload CSV 

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            Updated: 11 Mar 2019 09:37 AM
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