Overview
To easily get connected to your customer on your JOOR account, you can upload your customer data through the Data Uploader. Once your customer data has been submitted it generally takes 24 to 48 hours for the data to be processed and uploaded into your JOOR account.
Downloading the Customer Data Template
- Log into your JOOR Account
- Hover over Products > Click on Upload Data
- Download the customer data template or see this article
Filling out the Customer Data Template
Instructions
- Click on the Instructions tab in the bottom left corner to view the instructions. Please note only the PINK columns are mandatory.
Field Description
- Click on Field Description in the bottom right corner to view the description + example for each field
Visual Aid
- Click on the Visual Aid tab to get an idea where your information will appear in your account after uploading
Template
- Click on the Template tab to fill out your template
Uploading Your Template
Once your template has been filled out make sure to save it and go to the Data Uploader.
Contact Information
- Confirm that all of the Contact Information is correct and add additional email of a colleague who should be included in email confirmations.
Request Type
- Select Add/Update Connections as the task type
- Upload your filled out Customer Data Template
Due Date
- Select a Due Date/Due Time > Click on Next
Review
- Review all of your Data > Click Submit