How do I import my customers?

To upload a list of your customers into Chekkit, first navigate to the 'Upload Customers' link from the 'New Message' screen. 

Messenger > New Message > Upload customers

After clicking the 'Upload Customers' button you will see the following pop up window:

Click/Drag your CSV file.

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:

Add additional customers.

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 customer's numbers were invalid you will also see error messages on this screen allowing you to review your customer's information before saving them.

Click Add customers to add them to the dashboard.

Once all your customers are listed, you can import them by clicking 'Add Customers'. This will add each person listed with all their respective information as a new customer in Chekkit.

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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