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Learn how you can import records from Customers section

Digital Wallet > Left-Hand Menu > Customers

1. Follow the above-mentioned workflow to land on the Customers screen.

2. Navigate to the Customer Import tile. Here, a .CSV template is maintained by Digital Wallet to make the import process hassle-free.

3. To download the import template, click the  src= button.

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4. This downloads the template. Open the file and fill in the information as per your requirement.

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5. Once filled, save the file at a conveniently accessible place in your system storage.

6. To choose the saved file, click the  src=button.

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7. This opens the customer base import popup. From here, click the Select File button choose the saved file.

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8. Once the file is selected, click the  src=button.

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9. This imports the customer profiles in the .CSV file and displays them on the Customers grid.

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