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CUSTOMER DATA IN Patronlink
Thisfeature allowsyoutouploadyourcustomerfilesinto Patronlink.
1. Click“Import List”from the d...
Let Patronlink knowaboutyourfile youare uploading –choose whetheritisa BusinessorConsumerfile
as well asif there are colum...
Nowyouwill have the optiontoassignLeadStatus or Tags to the recordsin yourfile (thisisoptional)
Patronlink willthenprocessyourfile andgothroughtomatch records upto our database,applylead
statusand tags (if youselectedt...
Your email confirmationwilllooklikethis:
From here youcan go to manage your file fromCustomerDataonthe left to Appenddatao...
US BusinessBuildA List:
You will see yourfile youuploadedwithanytagsorleadstatusyou assigned
You alsowill nowhave the abilitytoexcludeanyfilesyou’ve uploadedintoCustomerDatafor new
prospectinglistsincase anyrecordsm...
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Patronlink- Uploading Patron/Customer Data

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Using Patronlink you can upload your Patron/Customer data. Follow this how to guide for step by step directions.

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Patronlink- Uploading Patron/Customer Data

  1. 1. CUSTOMER DATA IN Patronlink Thisfeature allowsyoutouploadyourcustomerfilesinto Patronlink. 1. Click“Import List”from the dashboard of Patronlink: Select“ImportFile”andchoose the file fromyourcomputer(note the acceptedfileformats):
  2. 2. Let Patronlink knowaboutyourfile youare uploading –choose whetheritisa BusinessorConsumerfile as well asif there are columnheadersinthe file forustobetter match the information. Patronlink willnowaskyouto label yourfields –We’ll tell youwhatwe thinkthe fieldisbasedonthe columnheadingsinyourfile.Gothroughall thatapplyto your file andthenclickContinue.
  3. 3. Nowyouwill have the optiontoassignLeadStatus or Tags to the recordsin yourfile (thisisoptional)
  4. 4. Patronlink willthenprocessyourfile andgothroughtomatch records upto our database,applylead statusand tags (if youselectedthis) andwe’ll email youwhenyourfileisready(time frame will depend on the size of your file) *From here youcan Continue Using Patronlink untilyourfile isready
  5. 5. Your email confirmationwilllooklikethis: From here youcan go to manage your file fromCustomerDataonthe left to Appenddataor download the file,orgo intothe US Businessdatabase andchoose yourfilesfromthe MyData section.
  6. 6. US BusinessBuildA List: You will see yourfile youuploadedwithanytagsorleadstatusyou assigned
  7. 7. You alsowill nowhave the abilitytoexcludeanyfilesyou’ve uploadedintoCustomerDatafor new prospectinglistsincase anyrecordsmay show up:

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