If you already have an existing customer database, this option is useful for you. You and your employees can assign a transaction to a customer on the Moka App. 

Here is the steps to import customer data using Excel: 

1. Login to Moka backoffice.
   
   
2. Visit menu CUSTOMERS.
   
   
3. Select Customers List.
   
   
4. Click Import/Export, then tap on Import Customer.
   
   
   
   
5. If you do not have the customer data template, click Download Our Template.
   
   
   
   
6. Open the file with Microsoft Excel and follow these steps to fill in the template: 
   
   
   • Column A (Name) requires customer's name.
     
     
     
     
   • Column B (Email) requires customer's email address. 
     
     
     
     
   • Column C (Phone) requires customer's phone number.
     
     
     
     
   • Column D (Birthday) requires customer's birthday. 
     
     
     
     
   • Column E (Gender) requires customer's gender.
     
     
     
     
   • Column F (Address) is optional and can be filled with customer's address.
     
     
     
     
   • Column G (City) is optional and can be filled with customer's city. 
     
     
     
     
   • Column H (State) is optional and can be filled with customer's state.
     
     
     
     
   • Column I (Zip Code) is optional and can be filled with customer's zip code. 
     
     
     
     
7. Save the file in .csv format.
   
   
8. Repeat steps 1-4,  select your file in the box, then click Upload. 
   
   Notes: Importing customers will only add new customer information. Customers who are not in the csv file, but previously on Moka database will not be deleted.