At the Loyverse POS app (Android, iOS), you can manually add customers to the system and edit them. But if you would like to change or add many customers, importing and exporting functions at the back office will be quicker and more convenient.
Enter the Back Office and open the 'Customers' menu.
There are ‘Import’ and ‘Export’ buttons at the top of the customers' list.
Click on the ‘Export’ button to download all of your contacts. Confirm the download dialog, and save the file to your computer.
Now you can open your file, edit the customer list, and import it back to the system.
During the editing process, remember that the main identifier of your client is by their email address. There should not be different clients with the same email address.
If you want to import the list of new customers, go to ‘Import’ and click the link, ‘Download template file’.
Open your template file and fill up new customer information in the specified columns. If you are missing some information, you may leave the cell blank. Do not delete the column names from the first row or change their place.
After the file of new customers has been made, you can save and import it at the ‘Import customers’ window by dragging and dropping it into the selected area or by selecting it on your computer through the link. The import will start after clicking on the ‘Upload’ button.
Then, the confirmation window will appear with a short report and warning signs.
After confirming, the customer base will be renewed with the added customers or any changes to existing ones.
How to Work with Customer Base in the Back office