Customer Import - Overview

This article will give you step by step instructions on how to mass upload customer contacts into the platform.

Customer Import - Overview

Only an Administrator or Manager can submit a Customer Import. Prokeep allows you to bulk upload your customer contact list without having to add each customer one by one. To submit a Customer Import, please see the steps below:

  • As an Admin or Manager, log into your Prokeep profile.

    Import Contacts - Overview

    To import a customer list, an Admin or Manager will:

    • Click on the Settings gear on the left sidebar.
    • Click "Manage Contacts"
    • Click on the Import tab

    • Click "Download Template" to see how the document must be set up.

    • Every row needs to have First Name, Cell Phone Number, and an 'X' under the Group name.
    • If you are adding Account Reps, you must put the user's email address.
    • Please do not make changes to column 18

    • Once you have filled out the document with your customer's contact information, click "Continue."
    • Upload your completed document, click "Continue," and follow the prompts.

    • Follow the instructions in Step 3 and then click "Save & Continue"
    • Review Step 4 and then click "Import"

    Note: The Welcome Message is NOT sent when you bulk upload contacts.