Parent topic: Customer Browser
Customers Tab / Customer Browser

Search, Add or Import Customer

From the Customer Browser tab, you can search for an existing customer, add a new customer or import one or more customers from another application.



Search for a Customer

When the Customer Browser tab appears, the Query Filters section is open so you can search for customers. Follow these instructions to search for an existing customer.

  1. From one or more fields drop-down list—First Name, Last Name, Email Address, or Alternate Customer ID—select a search operator. Operators include:
    • Contains
    • Does Not Contain
    • Contains (Case Sensitive)
    • Does Not Contain (Case Sensitive)
    • Equal To
    • Not Equal To
    • Is Null
    • Is Not Null
  2. In the associated text field, type the search variable.
  3. From the Conversation drop-down list, select a conversation. This is optional.
  4. Click the Apply button. Search results appear below the entry fields.

Add New Customer

Follow these directions to add a new customer.
  1. From the Customer Browser, click Commands > Create Customer. The Customer Profile screen appears.



  2. Complete as many fields as possible for the customer.
  3. From the Content Type drop-down list, select how the customer wants to receive information. Options include:
    • Short Text (This is usually an SMS message.)
    • HTML
    • Text
  4. Click the Save button. The customer is added to the database.

Import Customers

When importing customers, the document you import is called a Comma Separated Values (CSV) file. A CSV file is usually created in a spreadsheet and saved or exported as a CSV file. Refer to the software's help system for more information about CSV files.

When you create the table you want to export, you can use a custom table or you can create a table based on the Customer Profile screen. Keep the following in mind when you create your table:
  • Customer ID is set by Connect and you do not need a column for this field.
  • The Birth Date fields are Month, Day, Year.
  • Content Type options are Short text, HTML, Text, and Unknown.
  • You can leave cells in your table blank. The blanks are exported as a space between the commas.



Follow these instructions to import a CSV file.
  1. In the Customer Browser, click the Commands > Import Customers. The Import Customers - Step 1 of 2 window appears.
  2. Click the Upload button. The Open dialog box appears.
  3. Locate the CSV file. The file name appears in the File field.
  4. Click the Open button. The file name appears in the Import Customers window and the file is imported. The Preview Results and Select Options button appears.
  5. Click the Preview Results and Select Options button. The Import Customers - Step 2 of 2 window appears and the content of the CSV files appears in a table.
  6. From the Select conversation to associate customers with drop-down list, select a conversation.
  7. In the Number of Lines to skip field, type the number of lines you want to skip. Column headings are usually included in the CSV file so you may want to skip the first line.
  8. To assign fields to each column, follow these instructions:
    • Click the drop-down arrow in the field at the top of the column. The list of customer profile fields appear.
    • Click the field you want to assign to the column.
    • To skip a column, select Ignore Column. Ignore Column is the default selection for all columns.
  9. Click the Import customers button to import the customers into Connect.
Note that if you click the Back button on the preview screen, any changes you made to the customer profile information is removed.
Parent topic: Customer Browser


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