In order to fully use UPBOND application and utilize it to communicate with your Customer, you will be required to have your Customer database on your UPBOND application.

The fastest way to do this is via CSV Import feature that is available on our Customer Service. These article will guide you to import your customer database by using CSV file.

Prerequisite:

CSV Format must be in the exact format of UPBOND’s Template.

The information that are available to be filled are:

Untitled Database

Steps:

  1. Go to “Customer” from the sidebar menu.

  2. Click on “Download Template” button to download the CSV template

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  3. Open the downloaded file, Set your customer information according to CSV template columns and save the file. Please see CSV prerequisite section to help you fill out the information.

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  4. Click on “Upload CSV” Button and search the file you have edited and filled with your customer information.

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  5. The selected filename will be displayed and Click “Start Upload” button to upload the file.

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  6. After the upload is finished, your customer will be appear on the customer lists.

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