Manage Customers

View customer data and manage transaction-related interactions

Add Customers

You can populate your Customers database by following the steps below:

1. Log in to DOKU Dashboard, and then access the side navigation bar

2. Select Customers from the menu

3. 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.

Create a Single Customer

To create a customer manually:

1. Click Create Customer

2. 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)

3. Click Save to create the customer profile.

Notes:

• The Full Name field is mandatory and cannot be left empty.

• Ensure data accuracy to avoid issues during future transactions or communications.

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Create Customers in Bulk

To import customers using a CSV file:

1. Click Import Sheet on the Customers page

2. Download the provided CSV template

3. Fill in the customer data according to the template instructions

4. Upload the completed file

5. Submit the file for processing.

Notes:

• Verify the formatting before uploading to prevent errors.

• Large imports may take a few minutes to process.

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Edit Customers

You can populate your Customers database by following the steps below:

1. Log in to DOKU Dashboard, and then access the side navigation bar
2. Select Customers from the menu

3. Customers page will appear, then search for and select the customer you wish to edit by clicking the Edit icon

4. Update the necessary fields

5. Click Save Customer to apply the changes.