If you installed our app from one of the partner point of sale platforms (Clover, GoDaddy Poynt, Shopify, Square, Vend), you do not need to do anything. When you install the application, Colligso automatically pulls your customer data into your account. After the installation, as you add customers on these platforms, Colligso dynamically retrieves these and adds them to your account. If you have auto opt-in enabled, Colligso would also send them a message asking to follow your business.
If your customer data resides on platforms other than the above mentioned platforms, Colligso can be easily integrated. Please check out our Integrations page to find if the Colligso app you are using is integrated to automatically source customer data from the app where you are collecting the data. These integrations do not require any coding on your part and they could be set up in minutes. Integrations are available via platforms like Zapier or Integromat which have good free plans.
Most of those integrations enable you to import the customer data as it is made available by other apps. For example, once a new submission takes place in Google Forms, using an integration between Google Forms and your Colligso app, the data collected by the Google Forms is made available to your Colligso account.
If you have captured customer data in a spreadsheet or a csv file, there are 2 approaches to import them in Colligso:
Do it yourself:
Ask Team Colligso: Open a ticket using Contact Us and attach your customer file and request import of that data into your account.
We expect at least the following fields in the file. If you have multiple sites on your Colligso account, let us know which site the customer data belongs to.
Id, LastName, FirstName, Email, Mobile, Add1, Add2, City, State, Pcode, Country, CampaignId
Use this template CSV file to get started.
If you still can't find an answer to what you're looking for, or you have a specific question, open a new ticket and we'd be happy to help!Contact Us