How to Add a Customer – Valkre

Help Guide

Add a Customer

Account Settings › CRM › Customers

Overview

Customers are the core records in Valkre. Adding customers correctly ensures your team can begin building account plans, tracking interactions, and managing relationships immediately. Valkre provides two methods for adding customers — manually for individual records, or via bulk upload for large batches.

Method	Best For	Location
Add a Single Customer	Creating one customer at a time with full control over each field	Account Settings → CRM → Customers → + Create a Customer
Mass Add Customers	Adding many customers at once using a pre-populated template	Account Settings → CRM → Customers → Mass Add Customers

To reach the Customers list, navigate to:

Go to Account Settings.
Select CRM from the left-hand sidebar.
Click the Customers tab (if not already selected).
You will now see the full customer list view.

Option 1: Add a Single Customer

Use this method when you need to create one customer record at a time. This approach gives you full visibility into every field during creation.

1	Navigate to Customers Go to Account Settings. Select CRM from the left-hand sidebar. Click the Customers tab (if not already selected). You should now see the customer list view.

2	Click "+ Create a Customer" Locate the + Create a Customer button in the top-right corner of the screen. Click it to open the customer creation form.

Enter Required Information

Complete all required fields in the creation form. Required fields may vary depending on your organization’s configuration.
Customer Name — Required. Enter the full, official name of the customer.
Customer Group — Assign the customer to the appropriate group (e.g., by region or segment).
Customer Type — Select the type that determines which workflow and features apply to this customer.

4	Review and Save Review all entered information for accuracy before saving. Click Save or Create to complete the customer record. The new customer will now appear in the Customers list and is ready for account planning.

Assign External or Extended ID (if applicable)

Hover over the customer name in the list until the Edit button appears.
Click Edit and add the following IDs if needed:
External ID — use this if the customer record is syncing from an external CRM or data system.
Extended ID — use this if your organization uses a secondary identifier for this account.

TIP

Follow internal naming conventions when entering customer names (e.g., avoid abbreviations unless they are officially used). Consistent naming ensures customers appear correctly in searches, reports, and dashboards.

Option 2: Mass Add Customers (Bulk Upload)

Use this method when you need to add multiple customers at once. A template file is used to structure the data, which is then validated and imported into Valkre.

1	Click "Mass Add Customers" Locate the Mass Add Customers button at the top-right corner of the Customers screen, next to + Create a Customer. Click it to open the bulk upload workflow.

Download and Populate the Template

Download the provided template file from the upload screen.
Open the template and populate the required fields for each customer row.
Required fields in the template typically mirror the fields required for single customer creation (Name, Customer Group, Customer Type, etc.).
Save the completed file in the required format (usually .xlsx or .csv).

3	Upload the Completed File Return to the Mass Add Customers screen in Valkre. Click Upload (or drag and drop) to submit your completed template file. Valkre will process the file and prepare it for validation.

Validate and Import

Valkre will display a validation summary showing any errors found in the uploaded file.
Review all validation errors carefully. Common issues include missing required fields, unrecognized customer group names, or duplicate records.
Correct any errors in your template file and re-upload if needed.
Confirm the import once all validations pass.
Once complete, all customers from the file will be added to the system.

NOTE

Validation errors must be resolved before the import can be confirmed. Valkre will not import a partial file — all rows must pass validation. Download the error report from the validation screen to see exactly which rows and fields need correction.

Field Reference

The following fields are commonly required or available when creating a customer record. Your organization’s configuration may add or remove fields from this list.

Field	Required	Description
Customer Name	Yes	The official name of the customer organization. Follow internal naming conventions.
Customer Group	Varies	Assigns the customer to a group (e.g., by region, business unit, or territory). Drives access and reporting segmentation.
Customer Type	Varies	Determines the workflow, steps, and features available for this customer’s account plan.
External ID	No	A reference ID from an external system (e.g., CRM, ERP). Used for data sync and deduplication.
Extended ID	No	A secondary organizational identifier for the customer record, if applicable.

TIP

If you are unsure which Customer Type or Customer Group to select, check with your Valkre administrator. Assigning the wrong type can limit the features visible on the customer’s account plan.

Best Practices

Standardize customer names before entry. Decide on a naming convention (e.g., “St. Mary’s Hospital — Chicago” vs. “St Marys Hospital Chicago”) and apply it consistently.
Assign External IDs immediately after creation if your organization syncs with a CRM. This prevents duplicate records from being created by the sync.
Use bulk upload for migrations or territory launches. For 10 or more customers, the mass add workflow is significantly faster than individual creation.
Validate your bulk upload template before submitting. Open it in Excel and check for blank required fields, inconsistent dropdown values, and formatting errors.
Assign the correct Customer Type from the start. Changing a customer’s type later may affect which historical data, features, and plan steps are visible.
Confirm Customer Group access with your administrator. If a user cannot see a newly created customer, it may be because their role restricts access to that Customer Group.

Frequently Asked Questions

What is the difference between Customer Group and Customer Type?

Customer Group is an organizational grouping used to control access and reporting (e.g., a region or territory). Customer Type defines the structure of the account plan — what steps, features, and fields are available for that customer. A customer has both a Group and a Type.

Can I change the Customer Type after a record is created?

Yes, but this should be done with caution. Changing the Customer Type may hide previously visible features or steps. Consult your Valkre administrator before changing a Customer Type on an active account plan.

What happens if I forget to add an External ID?

You can add or edit the External ID at any time by hovering over the customer name in the list and clicking Edit. However, if your organization syncs from a CRM and a record without an External ID is created in both systems, you may end up with duplicate records. It’s best to assign the External ID immediately after creation.

Why can’t I see a customer I just created?

The most common cause is Customer Group access. If your role is restricted to specific Customer Groups and the new customer was assigned to a different group, it will not appear in your view. Contact your Valkre administrator to verify the customer’s group assignment or adjust your role’s access settings.

How many customers can I add in a single bulk upload?

There is no hard-coded row limit published in the platform, but best practice is to keep bulk uploads under 500 rows per batch. For very large imports, consider splitting the file into multiple batches to make validation and error correction more manageable.

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