You canimport additionalrecords into the Contact and Customer Manager of your elloha Network Head; in other words, in addition to the records that are automatically created when a customer books from your booking engines or via your telephone bookings.
IMPORTANT: before importing any "Customer" data, it is imperative to respect the columns suggested in the template that we have made available for you to download.
To import new records:
Click on the Customers menu, in the Main Menu, on the left of your screen,
Then click on Import contacts
Upload your file from this screen, following our formatting instructions:
exclusively in .csv format
respecting the columns suggested in the template you can download,
Once the file has been downloaded, click on Import this file
note: if you are using the file template provided by elloha, please do not delete the first line containing the names of the import columns,
When your file has been successfully imported, you will see a success message
By clicking on View my imported contacts, you will be able to view the list of imported contacts in the summary table of all your contacts. These contacts are systematically displayed at the top of the list of your contacts: