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CSV import - Assign customer to Portfolio

Keep your customer organized by automatically assigning them to the portfolio of your choice.

Kolleno Support avatar
Written by Kolleno Support
Updated over 10 months ago

If you use the Kolleno CSV import until you can move to a seamless integration, you can keep your customers organized thanks to the new column “CUSTOMER_PORTFOLIO_NAME“.

Simply enter the name of one of your portfolios and the customer will automatically be added to it.

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