Adding customers to your helpdesk

There are two (2) ways in which you can add customers to your helpdesk.

• Manually add each customer by using the Add new customer wizard.
• Import customers from a CSV file.  

In addition to the methods mentioned above, customer accounts are automatically created in your helpdesk when a customer sends an email to your support email address or when creating an account on your customer support portal. Accounts are also automatically created if a customer signs into your customer support portal using social single sign-on accounts such as:

•  Google
• Facebook
• Twitter

Manually adding customers to your helpdesk

1. Login to your helpdesk as an administrator.
2. Click on the Customers option.
3. At the Top Right of the page, click on the drop down menu and select Add Customer.
4. On the Add Customer page, enter a name and email address for the customer. You can also populate other required fields and upload a profile picture. In addition, you can Add custom fields to capture import data from customers.
5. Once you're done populating the fields, click on the submit button to add the customer to your helpdesk.
   Note: Each customer must have a unique email address.

Importing customers to your helpdesk

1. Login to your helpdesk as an administrator.
2. Click on the Customers option.
3. At the Top Right of the page, click on the drop down menu and select Import Customers.

   Important: If you are importing data that was exported from another system or manually put together, you must download the sample CSV file and format your data (columns) to match trakdesk's structure.

   
4. Once the popup modal has opened, select the CSV file that contains the list of customers and click on the import button. 

    Note: If you are importing customers that belongs to a company, you must create the company before commencing the importing process.

   
5. Duplicate records will be updated with the new information contain in the CSV file.

   Duplicate records are detected by customers email address.