How to bulk assign workflows to existing customers

Bulk assigning workflows is a simple way to save time, stay consistent across your customer base, and manage your processes more efficiently. Once the upload is complete, you’ll even receive an email confirmation — so you can get on with other tasks while the system does the work.

Here’s how to do it:

1. Go to the Customer Table

2. Click Import (top right of the screen)

3. Select Get Spreadsheet — this will download a file with all your customers listed

4. In the spreadsheet, simply copy and paste the workflows you want to assign next to each customer under the relevant workflow type column

5. Re-import the spreadsheet to apply the changes

It’s an easy and efficient way to stay organized and work smarter.