Learn how you can import records from Customers section
Onigiri Loyalty Platform > 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 Onigiri Loyalty Platform to make the import process hassle-free.
3. To download the import template, click the
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button.
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4. This downloads the template. Open the file and fill in the information as per your requirement.
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5. Once filled, save the file at a conveniently accessible place in your system storage.
6. To choose the saved file, click the
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button.
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7. This opens the customer base import popup. From here, click the Select File button choose the saved file.
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8. Once the file is selected, click the
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button.
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9. This imports the customer profiles in the .CSV file and displays them on the Customers grid.