Knowledge Base: Can I assign passwords for my customers?
Yes, you can assign passwords for your customers.
When a new user is registered, CustomerHub will automatically look at the 'Password' field in the person's Infusionsoft record (under 'Additional Information' tab). If a value is found in that field, CustomerHub will automatically use that for the initial password. Otherwise, a password will be automatically assigned by CustomerHub.
Easy instructions on how to populate passwords
- Export all relevant customers contact data out of Infusionsoft into a .CSV file (make sure that you export the 'Password' field)
- Populate the password field in Excel or equivalent program
- Perform an update using the Infusionsoft import tool (click here for instructions)
This will update all of the records with the new password values that you have assigned.