Customer Success Portal

            Import Customers

            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. 
            • Select Customers from the left side menu
            • Select the Import Customers option OR use the link https://yoursimplycmssite.com/backend.php?r=user/admin/importcustomerVin65 (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.
            • Click Browse to select your file from your computer files
            • You can Select a Customer Group to add all customers to during the import by Clicking the Customer Group drop down. Click here to learn how to set up Customer Groups.
            • Click Upload CSV







            Updated: 08 Jan 2019 01:32 PM
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