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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! 

6 REPLIES 6
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. 

Sandro Summa
Active Contributor

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

In the article and also in the csv downloaded (the example or from my Service Desk) I don't see any service assigned... so how?

AshC
LogMeIn Contributor

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

@Sandro Summa  As soon as you select the local CSV file, before you upload you should be able to select the services for those clients, and then upload the list.  Sending a notification email is also an option at this time. 

Sandro Summa
Active Contributor

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

Thank you. That's correct.

 

But we have to return to the original questione, because uploading the *.csv doesn't help in assigning new services to existing users, because the upload skips the users that are already presents.

 

So: "How is it possibile to assign new created services to existing customers (all or some of them)?"

BMTPO
New Contributor

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

This would be very useful, we have close on 200 customers and have a new service to add everyone to.  Also, we have at least 2 more support teams requesting services for them, who aren't ready yet to implement yet, but will also need to have all existing customers added to them as well.

 

All I can say is thank goodness we only have circa 200 customers - what about businesses with 1000's...?