The provided guide seems to be instructions for administrators on how to import bulk update customer balance data into the Webplanex wallet application.
Here's a breakdown of the steps:
- Navigate to Customers: Locate the "Customers" button on the navigation bar within the Webplanex Wallet app.
- Initiate the Import: Click the "Actions" button on table corner and select Import Bulk Update Balance option.
- Prepare Your Customer Balance Update Data: Download Sample CSV file. Open the downloaded CSV file and fill in the following details for each customer:
Email: Enter the customer's email address associated with their store account.
Balance: Set an wallet balance for the customer’s wallet.
- Import the CSV File: Click the "Select CSV file" button and choose the file you prepared in step 3.
Click the "Import" button to initiate the update process.
Important Notes:
- The update process can take some time. You can check the status on the screen after a while.
- This process only imports existing customers from your store and synchronizes them with the Webplanex wallet application. It won't create new customers in your store.
I hope this explanation clarifies the process!