To upload a list of your customers into Chekkit, first navigate to the 'Upload CSV' link from the 'New Message' screen.
After clicking the 'Upload CSV' button you will see the following pop up window:
From this window, you can download the CSV Template file which will allow you to format your customer list appropriately so it can be uploaded into Chekkit.
Once your customer list is ready, you can drag and drop it into the space provided, or click in that space to open the document upload selector window.
After you have uploaded your CSV file, all the customers will be displayed in individual rows as shown below:
You can manually add new customers to this list by clicking the " + " button on the right side of the window, or remove any customer from the list by clicking 'Remove'.
Note: If any of your customers numbers were invalid you will also see error messages on this screen allowing you to review your customers information before saving them.
Once all your customers are listed, you can import them by clicking one of the two following options:
'Create Customers' will add each person listed with all their respective information as a new customer in Chekkit.
'Create Customers and Close' will do the same as the create customers button, but will also close each new conversation at the same time, so they will not clutter your inbox.
Note: If a message is typed in the space provided, these buttons will change to 'Send Messages' and 'Send and Close', these options will still create your new customers, but will also send them a message at the same time.
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