Batch Individual Customer

The Batch Individual Customer page allows you to create multiple individual customer profiles at once by uploading a pre-formatted spreadsheet file. Rather than onboarding customers one by one, you can prepare all customer data in the provided template and submit it in a single upload. This guide will walk you through the batch individual customer creation process.

Accessing Batch Individual Customer

1. Log into the application using your credentials.

2. From the dashboard, navigate to Data Upload in the side menu.

3. Expand Data Upload and Select Batch Individual Customer from the dropdown list

Creating Individual Customers in Bulk

1. Click Download Batch Individual Customer Format to download the pre-formatted spreadsheet template

2. Populate the template with your customer data and save the file in .xlsx format

3. Click Browse or drag and drop the completed file into the upload area

4. Toggle Enable Preview to review the file contents before submission if required

5. Click Create Customers; a confirmation modal will appear asking: "Are you sure you want to Create Batch Individual Customers?"

6. Click confirm to proceed; a success banner will confirm how many customer profiles were created