In this article, we will look at how to import your user base into CRM on Gurucan.
To do this, in the admin panel, go to CRM > Users
Make sure your file is in CSV format before you start importing. If you have an Excel file, here you can convert it to CSV.
Click Import > Upload a CSV file with user data and select the file on your computer.
Next, you need to give each column a name. They will be imported with the names you provided.
For example, the column with email is assigned the name email, with the name - name, etc.
Currently, there are 12 options for naming the table fields: name, email, phone, status, avatar, tags, Instagram, city, last_name, birthDate, influencer, email unsubscribed.
Important: an email column in the database is required.
Temporarily it's impossible to import the tags category.
After you have assigned the categories, you can select Send welcome emails with credentials so that users receive registration information to log into your online school.
And click Import users
Done! Now you just need to wait until the base is fully imported.
We can't wait to see your school alive!
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