importing customers

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Shannon Hutchens

• November 08, 2015 17:49

make a way that you can import customers from your COO without having to go thru the set up wizard every time. As you get those new customers you could export those and add to your contacts very easy.

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• Official comment

  

  Barrie T.

  • November 10, 2015 06:23

  One way that you can currently do that is by going to the Teams page and clicking on the gear icon at the top of the Teams list and choosing 'Import', that will take you right to the Import section of the Setup Wizard. Once you're done with the import steps you can click on Save & Exit to get out of the Setup Wizard.

  We'll also continue to investigate ways to make this easier for everyone.

  Thanks for your suggestion!

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  Maygan deville

  • May 05, 2016 10:25

  I keep getting an error when trying to import customer from my COO

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  Barrie T.

  • May 10, 2016 20:57

  Mayan, please create a help ticket by clicking the purple help button at the bottom right of each page in Teamzy so our tech team can help you figure out what is going on.

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  ERIN PEREZ

  • June 15, 2016 01:28

  I have uploaded customer and coaches list from COO 3 times and am told the upload is successful, but when I go to the customers and coaches list from the dashboard there is nothing. I have even selected coach on my PS coaches profile and there is still nothing on the dashboard.

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  Roxana Scotto

  • June 15, 2016 03:28

  How do you add new Facebook friends to Teamzy?  Do I have to Import the zip file from FB all over again?  If so, won't that duplicate my contacts?  Part of my power hour is to add at least 5 new friends to my social media, but that's not part of your daily activities.

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  Sarah Martin

  • August 14, 2017 01:45

  Use the add new contact section. And apparently you can import from the zip file and it doesn't duplicate. 

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