How to import customers

How to import customers

To import customers:

1. Click on 'customers' dropdown as shown below
2. Click on import

3. Download the customers import template, Click on Download csv template.

4. Fill the csv as per the template
5. Drag and drop your file to upload it or Click on Drop files here... to upload from the file manager.
 
6. To sync all customers to the IAM to integrate them with the USSD, click on Bulk Actions and select Sync All Customers.

7. To send invites to all customers imported, click on  click on Bulk Actions and select Invite All Customers.
8. A prompt will appear to confirm this action, as shown in the figure below, click on Send Invite 

A prompt will appear to confirm this. Click on the Confirm button.

10. To automatically generate member numbers to member's without one, click on Generate Member Numbers.
A prompt will appear to confirm this. Click on the Confirm button.



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