Loading Clients in Atom: A Practical and Efficient Guide
Loading Clients will allow you to add all the clients you have in your internal database and start their commercial management. You can load all your clients in bulk or manually.
How to load clients in bulk?
Bulk client loading is done through a .csv file, which must always contain 3 essential columns: Name, Phone (written as is, without accent) and Email.
Optionally, you can add data related to predefined fields and tags, complying with the following rules:
Each predefined field and/or tag must be defined in individual columns.
In the case of tags, the column name must be specified using the format "TAG-tagname"; for example, "TAG-VipClient".
The value for the data in the tag columns will be: 1 to indicate that the tag should be applied to that client. 0 or leave blank to indicate that the tag should not be applied to that client.
1 to indicate that the tag should be applied to that client.
0 or leave blank to indicate that the tag should not be applied to that client.
NOTE: The “Phone” numbers must be detailed by prefixing the country code without using the “+” sign.
*Keep in mind that the tags and information fields must have been previously created by the Administrator. (For more information, we suggest you read: How to Create Tags? and Information Fields).
The column names for predefined fields and tags must be written exactly as they were created in Atom. If they do not match, an error message will be displayed indicating that that field or tag is not defined.
Make sure that the values detailed for the predefined fields correspond to the data type specified in Atom (Text, Number, Currency).
A maximum of 500 records can be loaded for each .csv file
How do I load clients in bulk?
Access the Clients module in the left side menu.
Click on the “Create” button located in the upper right part.
On the Create Client screen, select the “Import file” option.
In “Assign clients to” you must select one of the following options: Group: Allows you to assign the clients that are loaded to be attended by a specific group. Agent: Allows you to assign the clients that are loaded to a specific agent. Assign to me: Allows you to assign the clients that are loaded to be attended by yourself.
Group: Allows you to assign the clients that are loaded to be attended by a specific group.
Agent: Allows you to assign the clients that are loaded to a specific agent.
Assign to me: Allows you to assign the clients that are loaded to be attended by yourself.
Add country code: Optionally, you can select the country code of the phone numbers loaded in the file during the bulk upload. If you do not select this option, Atom will perform this validation automatically.
Click on the “Upload file” button located inside the box and select the .csv file that contains the information of the clients you want to load.
Below the box, the link "Download example .csv file" is displayed where you can visualize the correct way in which you must load the client data.
Once the requested information is completed, click on the “Create” button.
When the upload is carried out successfully, you will see a confirmation screen with the data of the clients that were uploaded:
To finish, click on the “OK“ button.
How do I load clients manually?
Access the Clients module and click on the “Create” button located in the upper right part.
On the Create Client screen, select the “Manual” option.
Select the group and the agent to which you want to assign the client you are creating.
Complete the Full Name, Country Code, Phone and Email fields with the corresponding information of the client.
By clicking on “Add tags” you can select one or more tags to categorize the client.
By clicking on “Add optional field” you can add one or more predefined fields to add additional client information.
Once the requested information is completed, click on the “Create” button.
The Full Name and Phone fields are mandatory to create a client manually.