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adam corriveau
New Contributor

Is there an easy way to add multiple customers to a new service?

So far is seems the easiest way to add customers to a service is to go to the customer screen, open the customer, and add them to the service. 

 

The other is to do it through the service and add customers through the search box. 

 

Is there an easier way? I only have 133 customers to add but the current options I see are a bit tedious. 

 

Thanks! 

2 REPLIES 2
GlennD
LogMeIn Manager

Re: Is there an easy way to add multiple customers to a new service?

Hi @adam corriveau 

 

You can upload a CSV file, this support article explains how: https://support.logmeininc.com/gotoassist-service-desk/help/manage-customers-g2asd020005.  

 

Glenn is a member of the LogMeIn Community Care Team.

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adam corriveau
New Contributor

Re: Is there an easy way to add multiple customers to a new service?

From the document you linked:

 

  • Duplicates and Updating Existing Customers: Existing customers are detected with an exact match of their email address – if they already exist, they will be ignored during the import. Also, if there are duplicate customers in the CSV, these are also ignored but messages will be raised.

If I'm understanding this correctly, uploading a CSV with the intent of updating existing customers to add them to a new service doesn't work as the existing customers will be skipped.  I'm not certain if updating via CSV is a solution. Please correct me if I'm wrong.