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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. The 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. to find the Customer ID, check out this link.

 

8. 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 the "Upload Mass Workflow File" button

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And that's it!