> For the complete documentation index, see [llms.txt](https://docs.lionparcel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.lionparcel.com/guides/guides-en/features/data-management/customer-data-management/adding-new-customers-bulk.md).

# Adding New Customers (Bulk)

The Customer Bulk Upload feature is used to add many customer records at once into the system by uploading a template file in .csv or .xlsx format.\
This feature is very useful for corporate users who have many regular customers and want to save time entering data one by one.

### A. Main Form for Adding New Customers (Bulk)

<figure><img src="/files/f60be959a39d05711fb373442d3048eb24481127" alt=""><figcaption><p>Figure 1 Form for Adding New Customers (Bulk)</p></figcaption></figure>

**Explanation of Each Section:**

1. Activity Name: This field is used to give the upload activity a name so it is easy to identify in upload history.\
   Example: Weekly Customer Upload.
2. Upload File: Click the “Click to upload” area to select the .csv or .xlsx file containing the customer list.
   1. The system supports up to 25,000 data rows per file.
   2. Make sure the file format matches the template provided by the system.
3. File Upload History: Displays a list of previously uploaded files along with their status:
   1. Successful (1/1) → File processed successfully without errors.
   2. Failed → There is an error in the format or data content.
   3. Download → Button to download the result file or reference template.
4. Status and Additional Information Columns: Displays the upload time, the username of the person who uploaded it, and the option to download the upload result.
5. Note: If there is a format error in the file, the system will provide an error notification that can be downloaded for correction.

### B. Customer Bulk Upload Excel File Template

<figure><img src="/files/1d87a1ae1201ae46b34ab7789442c362f969355b" alt=""><figcaption></figcaption></figure>

**Explanation Table for Each Section:**

<table><thead><tr><th width="140.96484375">Column</th><th width="112.08203125">Input</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Required</td><td>Enter the customer name with a minimum of 3 characters and a maximum of 100 characters.</td></tr><tr><td>Phone Number</td><td>Required</td><td>MSISDN format, starting with 62 and at least 10 characters.</td></tr><tr><td>Email</td><td>Optional</td><td>Enter the customer's email in a valid format, for example: lion@gmail.com.</td></tr><tr><td>Postal Code</td><td>Optional</td><td>Enter the customer's postal code, for example: 11520.</td></tr><tr><td>Address</td><td>Required</td><td>Enter the customer's full address (max. 200 characters), for example: Jl. Agave Raya No. 55, Kedoya Selatan, West Jakarta, 11520.</td></tr><tr><td>Address Type</td><td>Optional</td><td>Only two options are available: Home or Office.</td></tr><tr><td>Commodity</td><td>Optional</td><td>Fill in the type of goods or product for the customer, for example: Accessories &#x26; Personal Goods.</td></tr><tr><td>Notes</td><td>Optional</td><td>Add important notes related to the customer (max. 200 characters).</td></tr></tbody></table>

**Example Data Row:**

Engel Testing | 6287288776684 | <rainbowdashunicorn1@gmail.com> | 11520 | Jl. Kedoya Selatan No.7 | Home | Accessories & Personal Goods | Main customer

### C. Steps to Upload Customer Bulk Data

1. Download Template: Click the Download Template button to get the standard customer file format.
2. Fill in the Template with Customer Data: Complete each column according to the instructions above. Make sure no required fields are left blank.
3. Upload the File to the System: Return to the File Upload page, then select the completed file.
4. Wait for Validation Process: The system will check the data format, such as the validity of the phone number and the length of the address characters.
5. Check Upload Results: If successful, the status will be shown as Successful (1/1). If it fails, the system will display an error message that can be downloaded.
6. Use Customer Data: After successful upload, the customer data can be used immediately in the Booking or Pickup menu.


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