Omniwallet offers different ways to register and manage contacts depending on the context.
Create a contact manually
From the Create contact button, you can manually add customers.
When to use this option:
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Assisted registration in a physical store
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Manual registration of special customers
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Specific cases without automatic registration
When creating a contact:
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Email is mandatory
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A digital card is automatically generated
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The contact is ready to accumulate points
Import contacts via CSV
Importing allows you to load multiple contacts in bulk.
Common cases:
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Migration from another system
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Importing an existing database
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Initial registration of the program
Recommendations:
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Always use email as an identifier
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Avoid duplicates
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Check the file format before importing
Export contacts
Exporting allows you to download the contact list for:
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External analysis
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Integration with CRM
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Commercial actions
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Backups
The exported file respects the filters applied in the view.