How to Bulk Upload Customers
If you already have a customer list, this article explains how to upload multiple customers to your Pitchbooking system at once using the bulk upload feature.
Details Required:
In order to upload customer data, your list will require:
First Name
Last Name
Email address
Phone number (Optional)
Team Name (Optional)
Steps:
Navigate to Customers > Customer List
Select 'Bulk Upload'
Download the user template CSV
Add your clients' details to the CSV file
Upload the completed CSV to your Pitchbooking system
What happens after upload?
Once uploaded, customers will be added to your Customer List . If a customer does not yet have a Pitchbooking account, they will receive an email prompting them to claim their account. If they already have an account, they will simply be added to your customer list.