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One-Time Bulk Import of Customers into Portfolios

Kolleno can assist with a one-time import of customers into portfolios via CSV on request.

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Written by Kolleno Support
Updated yesterday

As a courtesy, the Kolleno team can assist with a one-time bulk import of customers into portfolios.

Required Format

To proceed, the user must provide a CSV file with two columns, with no spaces or special characters in the column names:

  1. customer_id
    A unique identifier for the customer. This can be:

    • ERP internal ID

    • Customer reference

    • Customer name (must match exactly as it appears in the ERP, including upper/lower casing)

  2. portfolio_name
    The name of the portfolio to assign the customer to (exactly as it appears in Kolleno).

    ⚠️ The portfolio must be created in advance in Kolleno.

Sending the File

When sending the CSV to Kolleno Customer Support, please:

  • Confirm which field is the unique identifier (example: customer reference).

  • Ensure the file is provided plenty of time in advance.

Important Notes

  • This import is done manually by the Kolleno team. Please limit the number of requests.

  • Kolleno will aim to process the file as soon as possible, but no timing guarantees can be made.

  • Ensure the CSV file is UTF-8 encoded with commas for column-separation and double quotes used to enclose values, especially those containing commas or special characters.

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