The new Customer Data Import feature in Success Box is now live, allowing agents to bulk upload and update customer records effortlessly. This feature mirrors the familiar Lead Import process and significantly improves data management efficiency.

Key Highlights:

• Add New Records: Quickly upload new customer data.
  
  
• Update Existing Records: Modify existing customer details using Customer ID or Mobile Number.
  
  
• High Performance:
  
  
  
  • Import up to 100k new records in a single upload.
    
    
  • Update up to 50k existing records with seamless performance.
    
    

With Success Box imports, managing and maintaining customer information is faster and simpler than ever.

Note: This feature currently supports only customer records, not transaction records.

Version: v11.2

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