Effective customer management on your profile is crucial for fostering successful relationships, streamlining operations, and propelling business expansion.
In this guide:
Access Manage Customers
From the side navigation click NaviStack > Manage Customers
How to import customers
Utilizing a CSV file is highly recommended when adding numerous customers to your profile to save time.
Ensure your CSV file adheres to the following format:
companyName,numberOfEndpoints
A Sample Customer,15
B Sample Customer,5
C Sample Customer,50
You can download the template directly from the application.
- From Manage Customers, click Add New.
- Click Import CSV.
- Download the template provided for formatting guidance.
- Browse your device to locate and select the CSV file.
- Click Upload. Ensure not to close the browser tab or window during the upload process to avoid cancellation.
Troubleshooting CSV import
Encountered an error post-upload? Here's how to address common issues.
|
Actual / Problem |
Solution |
|
Missing or invalid header.
|
Ensure the CSV's first row includes companyName and numberOfEndpoints. |
|
Page title or captions issue (for Apple Numbers) |
Open the file in Numbers, verify Table options, and deselect Title and Options. |
|
Incorrect CSV separator |
Ensure the separator is a comma |
|
Extra characters or blank records |
Remove any extraneous characters or empty record |
After identifying the issue, update the file accordingly and retry. If problems persist, don't hesitate to reach out for assistance. We're here to help!