Managing customer information efficiently is crucial for businesses. The Turns Business Manager offers a convenient way to bulk upload customer data, saving time and streamlining the process. This guide will walk you through the steps of downloading a CSV file template, filling it with customer details, and uploading it to the Turns Business Manager for bulk customer upload.
Bulk Uploading Customers:
Step 1: Access the Turns Business Manager: Log in to the Turns Business Manager using your credentials.
Step 2: Go to the Customer Section: Navigate to the "Customers" section in the main menu.
Step 3: Select Customer List: Click on "Customer List" to view the existing customer records.
Step 4: Download the CSV Template: Locate and click on the "Download CSV" or "Export" button to download the CSV file template.
Step 5: Fill Out the CSV Template: Open the downloaded CSV file and fill in the customer details such as name, address, contact number, email ID, store affiliation, and any other relevant information in the corresponding columns.
Step 6: Save the Completed CSV File: Once you have filled in all the necessary customer details, save the CSV file on your computer.
Step 7: Upload the CSV File: Return to the Turns Business Manager's Customer List page and locate the "Upload CSV" or "Import" button. Click on it to open the file upload dialog.
Step 8: Select and Upload the CSV File: Choose the previously saved CSV file from your computer and follow the prompts to upload the file to the Turns Business Manager.
Step 9: Verify and Confirm: After the CSV file is uploaded, the Turns Business Manager will display a summary of the customers to be added. Review the information and confirm the bulk upload.
Step 10: Bulk Customer Upload Complete: The customer data from the CSV file will be processed and uploaded to the Turns Business Manager, adding the new customers to your database.
Conclusion:
By following these steps, you can easily bulk upload customer information to the Turns Business Manager. The option to download a CSV template, fill it with customer details, and upload it simplifies the process of adding multiple customers to your database efficiently. Utilize this feature to save time and streamline your customer data entry, ensuring accurate and organized records in the Turns Business Manager.