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Treez Loyalty | Add and Import Customers

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

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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