Customer Import - Overview:


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." 

   


  • Once you have filled out the document with your customer's contact information, click "Continue."



  • Upload your completed document, click "Continue," and follow the prompts.




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