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Knowledge base
  • GETTING STARTED
    • 🔑Login and Registration
      • 🧑‍💻How to Register on Digital Wallet?
      • 📱How to Login with Phone?
      • 📧How to Login with Email?
      • 🔁How to Recover your Account Password?
  • CARDS CREATION
    • ✴️Stamp
    • 🎟️Multipass
    • 💰Cashback
    • 💳Certificate
    • 🎫Coupon
    • ❤️Membership
    • 💲Discount
    • 🎁Reward
  • HOW TO INSTALL THE CARD
    • 🍏iPhone (iOS)
    • 🤖Android
      • PWA Cards on Android
      • Google Pay on Android
    • 🔁How to Restore the Card
  • CUSTOMERS (CRM)
    • 👨Customer Profile
    • 🔃Import/export
    • 🗃️Customer Filters
    • 📊RFM Analysis
  • SCANNER APP
    • 👀How it Works
    • ⬇️Installation
    • ⚡Login in the Scanner App
    • 📸Scan and make Transactions
      • ✴️Scanner app - Stamp
      • 🎟️Scanner app - Multipass
      • 💰Scanner app - Cashback
      • 💳Scanner app - Certificate
      • 🎫Scanner app -Coupon
      • ❤️Scanner app - Membership
      • 💲Scanner app - Discount
    • 👨‍💼Manager Seats
  • MANAGERS
    • 🔃Add/ Edit/ Delete
    • 👨‍💼Manager Profile
    • 📊Statistics
  • PUSH NOTIFICATIONS
    • 👀How it Works?
      • 🍏iPhone (iOS)
      • 🤖Android
      • ⏳How long does it take for push messages to be received by our customers?
      • 📫Why aren't my customers receiving push messages?
    • 💬Push Section
      • Marketing Push
        • Sending messages to all customers
        • Sending messages to a segment of customers
        • Sending message to an individual customer
      • Geo-push
      • Push automation
        • Feedback collection
        • Next visit reminder
        • Birthday congratulation
      • Triggered auto-push
  • DASHBOARD
    • 📈Dashboard
  • FEEDBACK COLLECTION
    • ⭐Feedback collection
  • REFERRAL PROGRAM
    • 👯Referral program
  • GEOLOCATIONS
    • 📍Geolocations
      • 🗺️How to Access Locations Section?
  • SETTINGS
    • ⚙️Settings
      • 💳Plan
      • 🛠️Personal Settings
      • 🔗Integrations
      • 🪝Webhooks
  • SUPPORT
    • 🆘Intercom chat
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  1. CUSTOMERS (CRM)

Import/export

Learn how you can import records from Customers section

PreviousCustomer ProfileNextCustomer Filters

Last updated 1 year ago

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Digital Wallet > 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 Digital Wallet to make the import process hassle-free.

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

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

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

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

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

6. To choose the saved file, click the button.

8. Once the file is selected, click the button.

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