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How to assign account managers and collection workflows to customers via CSV?
How to assign account managers and collection workflows to customers via CSV?

Assigning workflows and account managers to your customers via CSV

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

You have a lot of customers and would like to easily assign their workflows and account managers? We've got you covered.

From the customer list view, you can import the customer assignation via CSV.

How to format your file?

Your file needs to have the following columns:

  • External Id: the customer's id from your source tool (QuickBooks, Netsuite, Stripe, Chargebee, etc..). If necessary, you can find it by exporting your customers from Upflow and checking the External Id column.

  • Account manager email: the email of the account manager.
    Note: the account manager needs to be invited to Upflow

  • Workflow name: the name of the workflow

It should be formatted as a CSV.

If you want to assign multiple Account managers to the same customer, you'll need to separate their email address by a comma. 🙂

Step by step process

1. Go to your customer list view

2. Click on Import customer assignation

3. Choose your import file

4. Map the corresponding columns (additional columns will be discarded)

5. Submit and wait for the assignation to happen!
6. Once the assignation is done you will get a notification. Quickly check if the import was successful, if it's not the case, you can see the error lines and update your file accordingly!

If you need further information, feel free to contact us!

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