This article will guide you through the steps to create and save your Customer information, which help your support team to keep track of your Customer’s details, history activities, and conversations.
Adding a new Customer profile #
Agents or administrators can manually add a new Customer profile by selecting “Add Customer” in the “Customers” tab.
Step 1: Navigate to the “Customer” tab
Step 2: Select “Add Customer” located at the top right corner of the dashboard
Step 3: Enter the Customer’s details, including their name, email address, and phone number
Step 4: Once you have entered all the relevant information, click “Save”
The new Customer profile will now be added to your Customer list in MooseDesk. You can view and manage their profile, track their interactions with your support team, and provide personalized support using the information you have entered.
Import Customer data #
MooseDesk also allows you to bring Customer data from external sources by importing a CSV data file.
Step 1: Navigate to the “Customer” tab and click “More actions“
Step 2: Click “Import“
Step 3: Drag the CSV file in the box or click “Add file” to look for the CSV file on your device.
Step 4: Click “Import” and the Customer data will be ready to go on the MooseDesk system.
Sync Shopify Customer data #
Another option to create a Customer profile automatically is to sync data from Shopify.
Step 1: Navigate to the “Customer” tab and click on “More actions”
Step 2: Click “Sync Shopify Customer“
Step 3: You should see a message saying the process is underway and you will receive a notification email when the process is completed
Support Channels #
If you ever need assistance, our Help Center is packed with comprehensive guides and tutorials.
At MooseDesk, we’re always here to help. Our dedicated email and live chat teams are available around the clock. Drop us an email at email@example.com, or click the Live Chat icon located at the bottom left corner of the MooseDesk Dashboard, our official website, and even within this Help Center.