Upload Customer File
Upload your Excel file containing customer data to trigger renewal messages automatically.
Drag & drop your file here or browse
Supports .xlsx, .xls files
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Required Excel Format
Your Excel file must follow this exact column structure
| name | phone | policy_number | policy_expiry | vehicle_type | vehicle_number | customer_type |
|---|---|---|---|---|---|---|
| John | 9198765XXXXX | POL1001 | 28-03-2026 | Car | GJ01AB1234 | renewal |
| Sara | 9191234XXXXX | POL1003 | 26-03-2026 | Bike | GJ05CD5678 | renewal |
| Tony | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New |
| Elley | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New |
| Hulk | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New | Locky | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New |
| Lussy | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New |
| Elisa | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New |
| Tom | 9187654XXXXX | POL1003 | 27-03-2026 | Car | GJ05CD5670 | New |
Phone numbers must include country code (e.g. 91 for India). Date format: DD-MM-YYYY. Column names must match exactly as shown above.