In this tutorial, we will learn how to import customers into Yaku.app. Follow the steps below:
1. Go to the “Customers” module in the platform.
2. Click the “Import” button
3. A form will open with the steps to follow to import the customers you want in bulk. Read the instructions carefully and follow them:
Step 1 – Download template
– Download the template file using the “Download” button.
– There you will get an Excel file named “Customers” that we have created for you to enter all the information of all the customers you want to upload to Yaku.app
(you can find this file in the folder you have set up to receive Downloads on your computer)
– Fill in each cell with the respective data for that customer for that column. If you have doubts about any information, you can go back to point 3. On the main screen of “import customers” you will have information about each specific column
– When the file contains all the information for all customers, save it
– It is worth noting that the last column of the file contains a field to enter the Coordinates of the Customer’s Address. For example: 17.0788243,-96.7207259
Step 2 – Upload file(s)
– Go to the folder where the file is and with a sustained click, drag the file to the file upload box. If you have dragged the file correctly, you will see a blue box with the file’s size and name.
– Then press the “upload” button to tell the system to start the process of importing the customer information loaded in the Excel file.
Step 3 – Import file(s)
In this step, the files have already been imported and you will see a confirmation from the system that the customers have been successfully imported
Finally, go back and check the customer list to verify that they have been successfully imported.