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  2. Workflow Management

How do I assign workflows to multiple customers at once?

So if you want to assign many customers to workflows at one time, here are the steps you should take:

 

  1. Click on Settings tab
  2. Click on "Mass Workflow Assign"
 
 
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3. Click on the link in "Refer to this link to see the file format and file samples" to see the file template

 

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4. You can also find the Template file below:https://drive.google.com/file/d/1A8yMzKYKags0qsKWSst5dTGBt0WDmVSR/view?usp=sharing
    1. Template file contains 2 columns:
       1. workflowId
       2. customerId
    2. To get workflowId, select the workflow you want to be assigned by clicking on "Workflow" in the Settings tab
 
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5. Click on the workflow you want to use e.g Good payers workflow
 
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6. Workflow ID is highlighted in the URL as shown in screenshot below

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7. Customer ID can be fetched from your accounting system. In case, its difficult to extract it from your accounting system, you may extract it from Aging Balance Report by exporting it to Excel or CSV

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8. External Ref ID in Aging Balance Report is the Customer ID that needs to be used in the mass workflow assignment file

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9. Before uploading, please make sure your mass workflow assignment file looks as shown below

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10. Now that your file is ready, you may upload it by clicking on "Upload Mass Workflow File" button

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And that's it!