Login to Loga merchant website https://merchant.loga.app
(Only Manager role can import members)
1. Go to “Members” > Click “P-Member”
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2. Choose “Import P-Member” then Click “You can download sample CSV file here”
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3. Open a CSV file to input member information on the template.
The sample CSV file shows how to format your member data correctly to ensure it will be imported into Loga successfully.
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– Required fields include: Name, Surname, Mobile (with country area code), Level
– There are also optional fields that can be included. It is preferable.
– To define a member level, please fill number of the level on Level filed (you can see number levels in your card settings)
4. Fill your members information in the template file.
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5. After you have made sure your member information file is correct. Save file as CSV UTF-8 (Comma delimited) type.
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How-to save UTF8 file for MS old version https://docs.workstars.com/en/latest/howto/save-csv-utf8.html#office-2013-and-older
6. Back to the Import P-Member page > click the “Choose File” button and select the file from your computer.
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7. After the file is selected, system will show “Processing” status and wait for the system to finish the process,
DO NOT CLOSE THE WINDOWN while Processing
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8. When status change to “Done” you can click “Done” to view the result of imported member information.
An error message titled will display if the member cannot imported.
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9. Example data from the result from step 8.
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10. Member information has imported into Loga system completely, please refresh the website then you will see the list of your members
The P icon in front of the customer name indicates that members have imported.
The customer name with P icon in front indicates an online member who did online register via App or LINE OA.
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Note
- If csv file contains duplicate mobile number records that matches existing users, the existing member information will be updated.
- If you have large numbers of members. You can import all at once.
- Make sure that a file is UTF-8 format
- Speed of import precess depending on the Internet signal.
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