Only an Administrator or Manager can submit a Customer Import. Prokeep allows you to bulk upload your customer contact list without having to add each customer one by one. To submit a Customer Import, please see the steps below:

  • As an Admin or Manager, log into your Prokeep profile.
  • Click on the Settings gear in the lower left hand corner of the screen.

  • Click "Customer Import."

  • Click "Download Template" to see how the document must be set up.

  • Every row needs to have at least a cellphone number and at least one location/group marked by an "X." 
  • Upload your completed document, click "Continue."

  • Follow the instructions on Step 3 and then click "Save & Continue"

  • Review Step 4 and then click "Import"

Note: The Welcome Message is NOT sent when you bulk upload contacts.