Overview
This article will guide you through the quick and easy process of importing a list of customers into your Aryeo Customer Center using a CSV template.
Process
Access the Customer Center
Start by opening the Customer Center from the left-side navigation menu.
At the top of the Customers page, you will see an Import/Export button above the list of customers currently in your account (If any have been created yet).
This will bring you to the Import page.
Download the Customer Import Template
On the Import page, you can import a CSV file containing your customer data following our template.
Click on the link labeled “Please use the template provided here” to download our customer list template.
Note: The template will automatically be downloaded to your device when you click on the link shown above.
Fill Out the Import Template
Open the downloaded .csv file in a spreadsheet editor (e.g. Excel, Google Sheets).
Fill in your customers' details using the following fields:
First Name (required)
Last Name (required)
Email Address (required)
Customer Team Name (optional)
Note: It is recommended to use the same Customer Team Name for agents, admins, or coordinators who belong to the same team. Aryeo will automatically group them under a shared Customer Team during import.
Once you have finished filling out your customer's information into the template, save the file as a .csv file.
Import Your Customer File into Aryeo
Return to the Import page in the Customer Center.
Upload your completed .csv file.
Click Begin Import.
If there are any errors (e.g. missing required fields), Aryeo will display a message and identify the specific row that needs to be corrected. Simply update your file and re-upload it.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!
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