Import and export customer information via Excel file

With GoF&B, you can import and export customer information via Excel file in just a few steps, saving time compared to manual data entry, but also ensures accuracy and protects your customer data securely. 

The process is as follow:   

Import customer information via Excel 

Step 1: Access the GoF&B Admin Page: https://admin.gofnb.biz/. 

Step 2: On the main screen, you click on CRM. 

Step 3: In the Customer Management interface, click on Import to proceed with importing the customer list via Excel file. 

Step 4: Click on Here to download the sample Excel file in the correct format for the GoF&B platform. This ensures that the software can synchronize the newly created customer list from the Excel file. 

Step 5: Open the downloaded sample Excel file, fill in all the required fields, and save the new file. The information includes: 

• Name. 

• Last Name. 

• Country. 

• Phone Number. 

• Email. 

• Date of Birth. 

• Gender. 

• Address. 

• Rank. 

• Available Point. 

• Accumulated Point. 

Note: Move the mouse to the headers of each column to see notes guiding you on how to enter the information accurately. 

Step 6: Upload the newly created customer information file to the Drag & Drop file here or click to select file area and click Upload to complete the process. 

Step 7: Review to ensure that the newly updated customer information list is displayed in the Customer Management interface. 

Export customer information via Excel 

Steps 1 and 2: Follow the same steps as in the Import Customer Information guide above. 

Step 3: In the Customer Management interface, click on Export to proceed with exporting the customer list via Excel file. 

Step 4: Open the Excel file containing customer information and perform the desired actions. 

This is the guide for importing and exporting customer information via Excel file on GoF&B. If you have any questions or related inquiries, please contact GoF&B Customer Support via email at [email protected].