How to Import Customer

Learn how you can import records from Customers section


Import Existing Customers

Quickly bring your existing customer data into Loyally.ai with a few simple steps.

  1. Sign in to Loyally.ai and go to 'Customers' in the Menu Panel.

  2. Prepare Import File:

  3. Import Customer Data:

    1. Under 'Customer Import', click 'Import' button, and select the XLS file.

Done! πŸŽ‰πŸŽ‰ Confirm import success and review new customers in your database.

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