- Home Screen
- Customer screen
- Add a new customer
- Manage customers
- Customer transactions
- Import from file
- Customer groups
- Multi-level loyalty system
- Products and services
- Definition of rewards
- Definition of subscriptions
- Definition of repeat purchases
- Stores
- Stores groups
- Stores analysis
- Preferences
- SMS and Email settings
- Set up Customer Portal
- Web/WI-FI customer registration
- Transaction history
- Statistics
- Manage bookings
- Users
- Loyalty circuits
- Multi level marketing
- Virtual Fidelity Card for IOS and Android
Import customers from file
This feature allows you to import a customer record from an Excel file.
The column names must be specified in the first row of the Excel spreadsheet. The names of the fields that can be imported are as follows:
- FirstName
- LastName
- Address
- City
- Province
- Zipcode
- CardCode
- Country
- Telephone
- MobilePhone
- BornDate (DD/MM/YYYY)
- Male (M or F)
- TaxCode
All fields must be of type Text. The only required fields are FirstName, LastName and CardCode. The format of the Excel file can be XLS (Excel 97-2003) or XLSX (2007 onwards).