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Customer 360 refers to a 360 degree view of a customer's data including every interaction, Such as customer registration, Profile view, Customer activity, Sending Messages, coupons and many more

#import Customer , #Add new customer, #Bottom ,

Navigate to Mibo control panel → Customer → Customer

Import-customer
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Aura tab
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Anchor
Import-customer

There is easy way to migrate your customer base to Mibo.

You can upload your customers list by navigate to  Mibo Control Panel > Customer > Customer

  • Click on Import Customer button

  • Download the template of CSV import file.

  • Using the template, create import file with your customers data, for ex. Excel or OpenOffice.

Note

Mobile number of customer is mandatory

  • Drag and drop the excel file into Mibo and click on Save. 

Note

It is recommended to check estimation records shows before save your import

  • You can then see the Customers created in Mibo.

Tip

it worth to note that Mibo bulk import feature will automatically check on Mibo :

  1. If Customer mobile number already exist then customer email and name will be updated based on imported excel

  2. If Customer mobile number not exist then new customer will be created.

Aura tab
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this feature is for you if you are looking for an easy way to add new customers one by one.

Anchor
Add-new-Customer
Add-new-Customer

  1. Click on Add new customer button

  2. Enter Name, Mobile Number (Mandatory) and email address.

  3. Click on save button

Aura tab
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To export list of all your excising customer with their information

AnchorExport-my-customerExport-my-customer AnchorBottomBottom