Import/Export Customer Records in Suki Card Platform

Learn how you can import records from Customers section

Onigiri Loyalty Platform > 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 Onigiri Loyalty Platform to make the import process hassle-free.

3. To download the import template, click the

button.

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

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

6. To choose the saved file, click the

button.

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

8. Once the file is selected, click the

button.

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

Learn how to efficiently import customer profiles to the Suki Card Platform using .CSV files. This guide covers downloading the CSV template, filling in your customer data, uploading, and bulk importing customer records for streamlined loyalty management.