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| Aura tab | ||
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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 |
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Mobile number of customer is mandatory |
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Drag and drop the excel file into Mibo and click on Save.
| Note |
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It is recommended to check estimation records shows before save your import |
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You can then see the Customers created in Mibo.
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You can add customers to the Mibo account either manually or by importing a file that contains all the customer information. This section provides information on adding customer through the import process. For information on adding customers manually, refer to Adding a new customer.
Importing customers
To import customers to Mibo, follow these steps:
Click Customer > Customers in Mibo. The following Customers page is displayed.
Click Import Customer. The following page is displayed.
Click Download Template to download the CSV template file.
Use the file as a guide and then create your own customer import file.
Drag the file to Mibo and then check the estimation record.
Click Save. An Import Success message is displayed.
Click OK. The page is then redirected to the Customers page where you can see the newly imported customers.
Notes:
The mobile number is a required information when importing customers to Mibo.
Make sure to check the estimation record before saving the import process.
The Mibo bulk import feature will automatically check
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the import file:
If
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the customer mobile number already
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exists in Mibo, the customer email and name will be updated based on the imported
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CSV file.
If
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the customer mobile number does not exist
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, a 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.
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Click on Add new customer button
Enter Name, Mobile Number (Mandatory) and email address.
Click on save button
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Exporting customers
To export list of all your excising customer with their information
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