Import/export

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 download-import-template-icon button.

download-import-template-button
  1. This downloads the template. Open the file and fill in the information as per your requirement.
downloaded-template
  1. Once filled, save the file at a conveniently accessible place in your system storage.

  2. To choose the saved file, click the import-icon button.

import-button
  1. This opens the customer base import popup. From here, click the Select File button choose the saved file.
customer-base-import-popup
  1. Once the file is selected, click the import-icon button.
customer-base-import-popup-import-button
  1. This imports the customer profiles in the .CSV file and displays them on the Customers grid.
Last updated on 10th November 2023

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