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Add Customers (Backoffice/Import)

Overview

Add Customers (Backoffice / Import)

Option A: Add a single customer in Backoffice

  1. Go to Loyalty → Customers → Customers.

  2. Click New Customer and complete the profile. (Permission: Create a new customer.)

Option B: Bulk import customers

Use when migrating a list or adding many customers at once.

Path

Loyalty → Customers → File Import → Import File.

Steps

  1. Choose Customers as the import type → Next.

  2. Download the template, fill it out, then Upload file.

  3. Complete the import wizard; after processing you’ll see a summary you can download.

Data validation & identifiers

  • Office validates fields and flags errors before commit.

  • For other data types (points/prepaid) use the dedicated Import data flow: you’ll set Series, Date format, Rounding, and choose whether to import by mobile number or card number (unique identifier).

After you run the import

  • A file description appears during processing; large files can run in the background; the final summary remains downloadable later.

Related Help Articles

Configuring Loyalty Permissions

Importing Customers to Tabit Loyalty

Importing Files to Tabit Loyalty

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