How to Import Customer Data Using Excel

If you already have an existing customer database, this option is useful for you. You and your employees can assign a transaction to a customer on the Moka App. 

Here is the steps to import customer data using Excel: 

  1. Login to Moka backoffice.

  2. Visit menu CUSTOMERS.

  3. Select Customers List.

  4. Click Import/Export, then tap on Import Customer.

    cara_membuat_daftar_pelanggan_moka_pos_import_export.jpg

  5. If you do not have the customer data template, click Download Our Template.

    upload_customer_data_mokapos.png

  6. Open the file with Microsoft Excel and follow these steps to fill in the template: 

    • Column A (Name) requires customer's name.

      cara_memasukan_data_pelanggan.png

    • Column B (Email) requires customer's email address. 

      cara_memasukan_data_pelanggan_moka.png

    • Column C (Phone) requires customer's phone number.

      cara_memasukan_data_pelanggan_mokapos.png

    • Column D (Birthday) requires customer's birthday. 

      cara_memasukan_data_pelanggan_moka_pos.png

    • Column E (Gender) requires customer's gender.

      cara_mengimpor_data_pelanggan_mokapos.png

    • Column F (Address) is optional and can be filled with customer's address.

      cara_mengimpor_data_pelanggan_moka_pos.png

    • Column G (City) is optional and can be filled with customer's city. 

      cara_mengimpor_data_pelanggan_moka.png

    • Column H (State) is optional and can be filled with customer's state.

      impor_data_pelanggan_moka.png

    • Column I (Zip Code) is optional and can be filled with customer's zip code. 

      impor_data_pelanggan_mokapos.png

  7. Save the file in .csv format.

  8. Repeat steps 1-4,  select your file in the box, then click Upload. 

    Notes: Importing customers will only add new customer information. Customers who are not in the csv file, but previously on Moka database will not be deleted.

    upload_customer_data_moka_pos.png

 

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