Using talech’s customer tools you can easily access and download your customer records and bulk upload new customers to your talech account all from talech.com.
In this article
Download your customer list
Upload new customers
Download your customer list
- Log in to talech.com and navigate to Customers.
- In the top right, select the ellipsis > select either Download Table or Email Table.
- Download Table: Downloads an Excel file to your computer.
- Email Table: Emails an Excel file to the email address associated with your account.
Upload new customers
If you have existing customer information from a previous POS system or bulk new customer information that you wish to upload into talech’s systems, you can utilize our customer upload template. With the template, you can quickly add your customer’s contact information, any internal notes and their standing in your loyalty program to the system.
- Log in to talech.com and navigate to Customers.
- In the top right select the ellipsis > Upload from Excel.
- On the next pop-up, a 2-step process is outlined. In step 1 of 2, select Download Template. This downloads a copy of the template to your computer.
- Open the template and complete as many of the columns as needed. At a minimum, First Name and Last Name are required.
Beyond just adding contact information for your customers, you can also add notes about specific customers using the User Notes Field. You can note whether this customer wishes to receive any marketing materials by selecting either ‘Yes’ or ‘No’ in the Marketing Email opt in field (selecting ‘Yes’ means the customer will receive marketing emails from talech’s campaign feature). You can also note if the customer is included in your loyalty program using the Loyalty Card # and Total Points fields.
- Go back to talech.com > Customers.
- In the top right select the ellipsis > Upload from Excel.
- In Step 2 of 2, select Upload Excel File.
- Locate and upload the Excel template you added your customers to.
- Select Submit File.
Your customer list will upload and reflect on the Customers page shortly.
Need more help?
- talech training & device support: 1-888-995-1998
- Paytura merchant support: 1-855-4-PAYTURA or contact Paytura