Bulk Update Customer Balances

1. Login to your Business account at https://www.loylap.com/business_portal/#/login

 

2. After logging in successfully, click on the Customers section highlighted in the image below

 

3. Click Bulk Upload on the top right hand corner of your screen and then select Update Balance, indicated below:

 

 

 

4. Before you upload your CSV file on this page, please take a moment to ensure that your CSV file is in the correct format. Download the Sample CSV Here

 

5. The first row in your CSV file should have columns labeled email, amount

You can choose to delete any column you'd like.

 

6. Strictly follow the below formats while populating your CSV file

email - please enter valid email format. example: john.doe@gmail.com

amount - decimal number only. Do not include currency or any other formatting. example: 50.00

 

7. Now that your CSV file is ready and in the correct format, you may proceed to upload your CSV

Select the branch to which you would like to upload the New Customers CSV file to

Please select the checkboxes stating that the customers in the CSV file have provided consent

Click on Upload.

 

 

 

CONGRATULATIONS! You have now successfully bulk updated your customers' balances!