[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” left_padding_desktop=”30px” right_padding_desktop=”120px” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”How to Bulk Upload Customers?” font_container=”tag:h2|font_size:34px|text_align:left|line_height:44px” use_theme_fonts=”yes” css=””][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default” custom_height=”60px”][vc_column_text css=”” text_direction=”default”]Follow the steps below to upload customer data in bulk using a CSV file.
Step 1:
Login into Mobiconnect with Owner/Admin credential and select your project.
https://www.mobiconnect.net/login
Step 2:
Navigate to the ‘Customers’ page by clicking on customers from the menu.
Step 3:
Click on ‘Bulk Upload’ to upload multiple customer records simultaneously.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”361″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default”]Step 4:
- Click “Download Template” to get the required CSV file format. Format your data according to the template guidelines.
- After filling out the template, click on the upload area or use the browse button to select your CSV file. You can either drag and drop the file or navigate to it on your device.
- Once the file is selected, click “Upload” and confirm the successful upload.