How to add new Customers

The difference between Corporate and Private Customers

Before adding a customer you must decide whether it is a Corporate or a Private Customer. The basic difference between the two customer types is that a Corporate Customer can have a headquarter and several departments, each of them with individual information and contact details. Private Customers do not have further levels of subdivisions.

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In the customer overview you can filter customers per customer type.

Add a Customer

There are two options to add a customer to the platform - Either via the platform or via importing a CSV-file.

Option 1: Via the Platform

  1. Select CUSTOMERS from the side menu.
  2. Click on +ADD CUSTOMER.
  3. Decide whether you want to add a CORPORATE CUSTOMER or a PRIVATE CUSTOMER and click on the corresponding button.
  4. Enter the requested customer data, such as name, address and contact details.
  5. Optional: Upload a profile picture for the customer profile

Add a new department

Note: This is only possible for CORPORATE CUSTOMERS.

  1. Select CUSTOMERS from the side menu.
  2. Select the customer you want to edit.
  3. Click on +ADD DEPARTMENT.
  4. Enter the department name and contact details and SAVE your changes.

Option 2: Via CSV-file Import

  1. Select CUSTOMERS from the side menu.
  2. Click on + ADD CUSTOMER.
  3. Click on +IMPORT CORPORATE CUSTOMERS respectively on +IMPORT PRIVATE CUSTOMERS.
  4. Upload a CSV file with your customer data.
  5. Review the added data and confirm with NEXT. To make a correction, press BACK.
  6. Choose the import mode.
  7. Depending on the choice of import mode, you have to specify the identifying field. This indicates which existing customers will be updated by uploading the file.
  8. Click on +START IMPORT.

Note: After clicking on +IMPORT CORPORATE CUSTOMERS or +IMPORT PRIVATE CUSTOMERS, you can download a sample file that specifies the required CSV layout.

For more details, please read to this article: Imports

Edit a Customer

  1. Select CUSTOMERS from the side menu.
  2. Select the customer you want to edit.
  3. Click on EDIT.
  4. Make your changes, then click SAVE.
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