How do I get my existing Customer Data into Lucro?
There are 3 ways of entering your existing Customer data into Lucro:
1. Upload Data
Go to “Customers” menu item and then select “Upload Data” link and follow the instructions. We provide you with a standard excel template which you need to copy your data into for the upload.
2. Manual Entry
Manually enter your Customer data into Lucro by going to “Customers” and click the “Add Customer” button at the top right. Depending on how much data you have to enter, will determine how viable this option is, but don’t worry, it doesn’t have to all be entered at once, you can take you time and enter it when you get time.
As soon as a Customer has been added into Lucro, you can start benefiting from the great features such as Logging / Scheduling Activities, adding multiple Contacts, tracking all correspondence in and out, adding Leads and Contracts to the Customer etc.
3. Lucro Free Data Upload
Lucro provide a free service to upload the data for you if you prefer for us to do it for you. We need you to insert your data into our excel upload template and then go to the Lucro Support Logo (bottom right) and type "Data Upload Request". You can attach your CSV Customer data file using the paperclip icon.
Please note this is free service so long as your customer data is provided to us with your data inserted into our standard template format. In the event you require additional Customer data outside of our standard excel template then there would be a charge only for the additional fields to be inserted and we would provide you with a quote for this upfront before proceeding.
Lucro has been designed to empower our clients to do everything themselves as much as possible and unlike other CRM Providers, we don’t use 3rd Party Support Partners, therefore we are able to provide in-house support at extremely competitive rates.
Do you charge for uploading my Customer Data into Lucro?
There is no charge for us to upload your Customer data into Lucro for you, so long as it is provided to us in the exact format of our standard excel upload template and all your data is contained in that template.
However, if you require additional columns / data fields to be upload as well, such as for example, previous activity history, contact names etc, then this will be a Customised Upload and a charge will apply for only the additional columns / data fields only to be uploaded. We would need to see the format of your data in order to be able to provide a quotation for a customised upload. Please rest assured however we provide all Support in-house unlike our competitors and therefore are pricing will be extremely competitive.
In order to get a quote for a Customised Upload please go to the Lucro Support Logo (bottom right) and type “Customised Upload Quote” and attach a file with a sample of your customer data to be uploaded. You can attach your CSV Customer data file using the paperclip icon.
Is it really free to upload my Customer Data into Lucro?
Yes absolutely. This is a free service we provide to help our clients as we totally appreciate that this is one of the most daunting aspects which prevents small businesses adopting new technologies which we strive to overcome!
Just to clarify, there is no charge whatsoever for Lucro to upload your Customer data for you, so long as it is provided to us in the exact format of our standard excel upload template. If however, you have any additional data fields / columns you require to be uploaded in addition to our standard template format, then this would be chargeable and we would provide you with a Customised Upload quotation.