Manage Customers
View customer data and manage transaction-related interactions
Last updated
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View customer data and manage transaction-related interactions
Last updated
Was this helpful?
You can populate your Customers database by following the steps below:
Log in to , and then access the side navigation bar
Select Customers from the menu
Customers page will appear, then one of the following options:
Create Customer: to add a single customer manually.
Import Sheet: to upload customers in bulk via CSV template.
To create a customer manually:
Click Create Customer
Fill in the following fields:
Full Name (mandatory): Customer's complete name
Email: Customer's email address
Phone Number: Customer’s phone number, including country code
Country: Select the customer's country
Birthday: Customer's date of birth (format: DD-MM-YYYY)
Street Address: Full address (e.g., street name, number, and area)
State: Province or state
City: City where the customer is located
Postal Code: Area postal code
Company Name (optional): If the customer represents a business
Reference ID (optional): Internal ID used to track the customer
Label (optional): Tags to categorize customers (you can assign multiple labels)
Click Save to create the customer profile.
Important:
The Full Name field is mandatory and cannot be left empty.
Ensure data accuracy to avoid issues during future transactions or communications.
To import customers using a CSV file:
Click Import Sheet on the Customers page
Download the provided CSV template
Fill in the customer data according to the template instructions
Upload the completed file
Submit the file for processing.
Tip:
Verify the formatting before uploading to prevent errors.
Large imports may take a few minutes to process.
You can populate your Customers database by following the steps below:
Select Customers from the menu
Customers page will appear, then search for and select the customer you wish to edit by clicking the Edit icon
Update the necessary fields
Click Save Customer to apply the changes.
Log in to , and then access the side navigation bar