Steps to Complete Data Setup:1. Navigate to Data Setup
- Access the Growth Setup Wizard from the dashboard.
- Select the Data Setup option to get started.
2. Service Import- Download Sample File: Click on the provided link to download a sample template.
- Fill in Service Details: Add information such as:
- Service Name
- Category
- Duration
- Price
- Import File: Upload the completed file, and the system will automatically update your service list.
- Mark as Completed: Return to the Growth Setup Wizard and mark this step as done.
3. Product Import
- Download Sample File: Use the provided template for product import.
- Fill in Product Details: Add the following:
- Product Name
- Category
- Brand
- Stock Quantity
- Sale Price and Purchase Price
- Upload the File: Import the file to populate your product inventory.
- Save Changes: Ensure everything is updated, and mark it as completed in the wizard.
4. Customer Import
- Prepare Customer List: Gather all customer data in a CSV or Excel format.
- Include Key Details:
- Name
- Email Address
- Mobile Number
- Birthdate or Anniversary (if available)
- Import the File: Upload the data to Zylu to update your customer records.
- Mark as Completed: After the upload, tick this step as completed in the wizard.
Notes:- Importing accurate and organized data ensures smooth operations and better customer experience.
- You can revisit any section to add or update details as needed.
Tips for Efficiency:- Use the provided sample templates to avoid errors during import.
- Double-check all data before importing to ensure accuracy.
- Prioritize essential data first (services and products) for quick setup.
By completing the Data Setup, you’re building a strong foundation for efficient operations and excellent customer management!