The provided guide seems to be instructions for administrators on how to import customer 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 file option.
- Prepare Your Customer Data: Download Sample CSV file. Open the downloaded CSV file and fill in the following details for each customer:
- First Name: Enter Customer’s First Name
- Last Name(Optional): Enter Customer’s Last Name
- Email: Enter the customer's email address associated with their store account.
- Opening Balance: Set an opening wallet balance for the customer’s wallet.
- VIP Tier Level ID(Optional): If you have a VIP program, assign a starting tier level for the customer (optional). You can find unique tier IDs in the VIP Tier section of the app.
- 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 import process.
Important Notes:
- The import process can take some time. You can check the import 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!