You have a lot of customers and would like to easily assign their workflows and account managers? We've got you covered.
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From the customer list view, you can import the customer assignation via CSV.

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 (Invite and manage your organization's users).
  
  

• Workflow name: the exact name of the workflow.

It should be formatted as a CSV.

Step by step process

1. Go to your customer list view

2. Click on Add customers > Assign customers

3. Import your 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!

Import errors

From the notification link or the Import history, check your latest import by clicking it.

You'll then see the following information, indicating the number of errors and showing the identified errors:

You can click Download lines with errors, to check them closely, filter on potential other errors not visible in this view. So you can then correct your file and attempt a new import.

Note that even if only one error is detected, the import will be marked as "Error". You can quickly see how many customers were updated from the import list, or the top of the import details.

Possible errors and solutions