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CSV import - Assign customer to Portfolio
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 9 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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