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Add and Import Customers in Treez Loyalty

Learn how to create new customer contacts manually and bulk import customer data from CSV files into your Treez loyalty system efficiently.

Written by Treez Support
Updated today

Step 1: Click the Customers menu item to access your customer management.


Step 2: Click All Customers to view and manage your customer database.


Step 3: Click the New Contact button.


Step 4: Click Create new contact to add a new customer to your contacts list.


Step 5: Click the Submit button to save the new contact.


Step 6: If you need to add multiple contacts, use the import option instead.


Step 7: Click Upload a file to select your CSV file for import.

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