LogoLogo
Log In DashboardAPI ReferenceDOKU Website
  • Introduction
  • Get Started
    • Create Account
    • Activate Business
    • Manage Business
      • Manage Team Members
      • Activate Services
      • Manage Payment Methods
      • Set Up Integration
        • Accept Payments
      • Manage Finances
        • Custom Settlement
          • Split Settlement
          • Hold and Release
          • Custom Report
        • Refund
        • Dispute
      • Manage Reports
        • Analytics
        • Transaction Report
        • Settlement Report
      • Manage Operations
      • Manage Customers
      • Set Up a Promo
      • Manage Multiple Brands
        • Company Dashboard
      • Update Business Data
    • Manage User Account
      • Change Password
      • Enable 2-Step Verification
  • Accept Payments
    • No-Integration Products
      • Payment Link
        • Create Payment Link
        • Manage Payment Link
        • Customize Checkout Page
      • e-Katalog
        • Manage Catalog
        • Manage Items
        • Place an Order
        • Manage Orders
      • QRIS
      • PayChat
        • My WhatsApp Business
        • Accept Order
      • Virtual Terminal
    • Integration Tools
      • DOKU Checkout
        • Customize Checkout Page
        • Configure Notifications
        • Manage Checkout Orders
      • Direct API
      • e-Commerce and Plugins
        • Shopify
        • WooCommerce (WordPress)
        • Adobe Commerce (Magento)
      • SDKs and Libraries
    • Payment Methods
      • Requirements and Limitations
    • Finance & Settlement
      • Settlement Time
      • Pricing and Fees
      • Business Loan
      • Refund & Chargeback
    • Promo Engine
  • Payouts
    • Domestic Payouts
      • List of Banks
      • List of e-Wallet
      • List of Virtual Accounts
    • Cash Out
  • Wallet as a Service
    • Consumer Wallet
      • Embedded Wallet
    • Business Wallet
      • Balance Management System
  • Mobile Apps
    • Juragan DOKU
    • DOKU e-Wallet
      • Account Settings
      • Account Verification
      • Top-Up and Withdrawal
      • Online Transactions and Purchases
  • Use Cases
    • 🎓Education
    • 🎮Digital & Gaming
    • 💸Insurance
    • ✏️Freelance
    • 🍽️Food & Beverages
    • 🛒Retail
    • ✈️Travel & Hospitality
    • 🚚Logistics
  • Partner
    • Become a Partner
  • Security
    • Licenses
  • Miscellaneous
    • Glossary
    • SNAP Migration
    • Contact Support
  • Terms & Conditions
  • Privacy Policy
Powered by GitBook
On this page
  • Add Customers
  • Create a Single Customer
  • Create Customers in Bulk
  • Edit Customers

Was this helpful?

Export as PDF
  1. Get Started
  2. Manage Business

Manage Customers

View customer data and manage transaction-related interactions

PreviousManage OperationsNextSet Up a Promo

Last updated 3 days ago

Was this helpful?

Add Customers

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

  1. Log in to , 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.


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.


Edit Customers

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

  1. Select Customers from the menu

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

  3. Update the necessary fields

  4. Click Save Customer to apply the changes.

Log in to , and then access the side navigation bar

DOKU Dashboard
DOKU Dashboard