📥 How to bulk load customers?
Bulk loading allows you to add large volumes of contacts quickly. To perform it, it is essential to use a file in .csv format structured under specific rules.
📐 .csv file rules
The document must always contain 3 essential columns with the following exact headers:
Nombre
Telefono (Written exactly like this, without accent).
Correo
🏷️ Optional columns (Custom fields and Tags)
If you want your contacts to be loaded with tags or predefined fields, you must structure them as follows:
Each field or tag must occupy an individual column.
Column names must be written exactly the same as they were previously created in Atom by the Administrator.
Format for Tags: The column header must have the TAG- prefix followed by the name (Ex:
TAG-ClienteVip).The value in the rows of this column must be 1 (to apply the tag to the customer) or 0 / leave blank (if it should not be applied).
Data Validation: Make sure that the values of predefined fields correspond to the data type configured in the platform (Text, Number, or Currency).
⚠️ Important technical notes: > * The numbers in the "Telefono" column must include the country area code without preceding the "+" sign (Ex: 50212345678).
The .csv file allows a maximum of 500 records per load.
🛠️ Step-by-step for bulk loading
Go to the left side menu and access the Customers module.
Click the "Create" button in the upper right corner.
In the next window, select the "Import file" option.
Define the "Assign customers to" section by choosing one of the following routes:
Group: Contacts are distributed to be handled by a specific department.
Agent: They are assigned directly to a particular advisor.
Assign to me: You take them under your own management.
Add country code (Optional): You can set the telephone code of the country of origin for the entire list. If you leave it blank, Atom will perform the validation automatically.
Click "Load file" and upload your .csv document.
Click the "Create" button. Upon successful completion, the system will show you a confirmation screen. Press "OK" to finish.
💡 Tip: Just below the upload box you will find the "Download sample .csv file" link, ideal for validating that your structure is correct before uploading it.
✍️ How to load customers manually?
If you need to register a customer individually one by one, manual loading is the ideal method.
Enter the Customers module and click the "Create" button (upper right corner).
Select the "Manual" option.
Choose the Group and Agent who will be responsible for assisting this user.
Complete the form data: Full name, Country Code, Phone and Email.
Categorization: Click "Add tags" if you want to classify the contact, or "Add optional field" to enter additional information (ID, address, etc.).
Click the "Create" button.
📌 Key fact: The fields Full name and Phone are mandatory. The system will not allow you to create a contact manually if either of these two remains empty.
Maximize your database reach! 🚀
Mastering the bulk and manual loading methods in Atom guarantees you correct assignment of your leads to the corresponding teams, setting the stage for your sales and customer service campaigns without losing information along the way. ✅