Tutorial for Customer Information Import and Export

1. Module Introduction

With the customer addition function, you can one-click migrate customer information from existing channels such as WhatsApp API, Email and Telegram to the SaleSmartly system. This not only helps you centrally manage multi-channel contacts, but also lays a foundation for subsequent automated marketing and mass messaging tasks.

2.Operation Process

2.1 Preparations

When importing customers, you must first bind an associated account that has been connected to the system in the [Integration] section.

If you have not integrated any social media accounts yet, please go to the How to Access Social Media Chat Channels? module to complete authorization and access first.Only accounts in the "Connected" status can be successfully associated in the import template.

2.2 Add a Single Customer

Go to [Client] > [Customer List] > [Add Customer] > [Add a Single Customer], fill in the customer information according to the system fields and save it.

2.3 Batch Import Customers

Step 1: Go to [Client] > [Customer List] > [Add Customer] > [Batch Import/update]

Step 2: In the pop-up "Batch Import" window, select the corresponding import type according to your business needs (e.g., WhatsApp API, Email, WhatsApp App, etc.). After selecting the type, click [Download Template] in the window.

To ensure the accuracy of system recognition, please be sure to use the official system Excel template.

Step 3: Enter and organize customer data, open the downloaded Excel template, and fill in the information according to the column header instructions.

WhatsApp Template Example

How to Obtain whatsapp_account (Select the Corresponding Account for the Relevant Channel):

WhatsApp-API Channel: Click [Integration] > [WhatsApp API]

WhatsApp-App Channel: Click [Integration] > [Cloud Devices] > [WhatsApp App]

How to obtain telegram_account: Click [Integration] > [Cloud Devices] > [Telegram App]

How to obtain email_account: Click [Integration] > [Email]

Example Deletion: Before entering real data, please be sure to delete the sample data in the second row (red text) that comes with the template.

Tags: You must first create corresponding tags in [Clients] > [Tag Management] for the system to recognize them. Separate multiple tags with double curly braces (no spaces required), e.g., {{IntendedCustomer}}{{EuropeAmericaRegion}}
Phone Number: Must include the country code, e.g., +1 1xxxxxxxx (Note: Country code + space + number. Chinese region numbers starting with +86 cannot be imported and will be automatically blocked).

Import Limit: SaleSmartly currently supports a maximum of 15,000 rows per import. Split the file if the data volume is large.

Step 4: Return to the SaleSmartly import interface, drag and drop the edited Excel file or click to upload it. The system will display the number of successful and failed entries in real time. Click [Create Task] and the system will prompt that the import is successful.

If the system prompts a failure after import, modify the file according to the prompt message or click [Customer List] > [FAQs] to import again.

2.4 Export Customers

With the export function, you can download customer data from the SaleSmartly system to your local device in Excel format. This function supports "filtered export on demand" or "batch export of the latest 10,000 entries"

Go to [Customer List] > [Customers], check the customers on the left, then click [Export]. You can choose to export the latest 10,000 customers or the selected customers.