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Access the "Accounts" section to perform the bulk massive import of accounts and customers that will be contacted and/or managed from the campaign. This functionality is especially useful for campaigns requiring outbound management. To import the accounts, you need to organize them in an Excel file and ensure that all the information required for the import is present in the file.
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Import Accounts
To import an accounts account file into the campaign, select the "Import Accounts" option by clicking the corresponding button located at the top of the "Accounts" section. A dialog box will then open, allowing you to select and upload the desired Excel file containing the account information of the accounts to be imported. Be sure to follow the recommendations provided by Sagicc to ensure a correct import of the accounts correctly.
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How to import accounts correctly? Required Data: Verify that all required fields in the template contain data. The required data are CUSTOMER TYPE, DOCUMENT TYPE, DOCUMENT NUMBER, FIRST SURNAME, FIRST NAME. Contact Data: Make sure that all accounts have at least one contact data, either phone number, email or social media accounts. Phone Numbers: For phone and cell phone numbers, we recommend specifying the country code and area code so that Sagicc processes the numbers correctly. For example: +573105822141 (where 57 is the country code and the rest is the cell phone number), or 5753790123 (where 57 is the country code, 5 is the area code, and the rest is the phone number). Customer Tags: If you need to add predefined tags to customers, use the Tags column and add all necessary tags, separated by a comma (for example, 'TAG1, TAG2'). Make sure that the tags match existing tags in the Customer Tags module. Additional Data: If you need to import additional data for accounts, you can add additional columns to the end of the base template. The data in these columns will be stored as additional data for each of the accounts/customers.
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