Our service offers employers the seamless capability to import customers, simplifying and accelerating the onboarding process. Easily bring in customer details such as names, contact information, and preferences, enhancing your database with accuracy and efficiency.
Here's how to Import Customers:
Step 1: From the dashboard, go to the sidebar > Customers
Step 2: Click on “Import Customer”
Step 3: Download the sample excel file
Step 4: Add your customer details in the given format > Save the file
Step 5: Go back to the Prolyncs page, Click on “Import Customers” > Upload the excel file with customer data
Step 6: Customers have been successfully added
FAQ's:
Can I use a different format? No, the same format should be followed for customers to be added by the system.
Can I add more details about the customers? You cannot add more details about the customer through
