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Import customers

    Customers can be imported via CSV file. Following are the steps to import customers –

    Step 1.

    Log in to the AiTrillion app.

    Step 2.

    Go to Email Marketing >> Contacts >> Import CSV and click on button Upload CSV from the top-right corner of the screen.

    customer-csv-1

    Step 3.

    On clicking, Upload CSV you have to follow a few steps below-

    A. Import contact and enter the details required.  After following the instructions click on NEXT button to proceed.

    customer-csv-2

     

    B. After proceeding to step 2, map the columns available in the CSV file and click on Next button to proceed.

    NOTE: File columns can be customized for mapping using Custom Fields. For guidance CLICK HERE.

    customer-csv-step-2

     

    C. After proceeding to step 3, add the contacts to an existing list or create a new list. Again, click the Next button to proceed.

    customer-csv-step-3

     

    D. After proceeding to the last step, review all the entered details. If any detail needs to be edited then click on Back button and modify detail step-wise. Once the process gets finished, click on the Finish button to end the importation.

    customer-csv-step-4

     

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