Batch Upload

Batch upload is used for uploading the initial customer list and requires following a specific template.

Access the Template: Click the link below and view the customer list template sheet.

Link: https://tinyurl.com/Clibase-Onboarding-Kit

Complete the Template:

• Refer to the guidelines column and encode all your products.

• Once you have filled out the template, delete the guideline column, and save the file as Comma Separated Values (CSV).

Customer Upload:

• Go to Batch Upload and click .

When batch uploading customers, refer to the following statuses:

- Pending: The CSV file has been submitted but has not yet been processed.

- Compiling: The file is currently being processed.

- Completed: The CSV file has been successfully uploaded.

- Incomplete: The CSV file was not successfully uploaded.

- Cancelled: The CSV upload was canceled.

• Fill out the details. Drop the downloaded CSV file, a maximum of 1000 rows. You may drag your cursor to the question mark to view the description of the button. You may refer to the sample image below for your reference.

• Click once done.