Customer Data Upload

These are the common fields used when uploading customer data.  Template attached below.      

Field	Detail
CustomerNumber	Customer number must be unique
CustomerName	Customer name must be unique
AddressLine1	Customer Address Line 1
AddressLine2	Customer Address Line 2
City	Customer City
StatesName	State or province name.  Abbreviations will convert to full name on import
PostalZip	postal or zip code
CountriesName	Full Country Name
PhoneNumber	Customer Phone Number
Email	Customer contact email

Unique Customer Number and Customer Name 

To ensure that your field data is unique, you can perform conditional formatting in excel.

1. Highlight the column
   
2. Click on Conditional Formatting in the top ribbon (on Home tab)
   
3. Select Highlight Cell Rules > and then Duplicate Values...
   
4. By default this will highlight duplicates with a light red color... click OK
   
5. Any duplicate values will be highlighted... make changes and highlighting will disappear

Upload Data

To upload customer data into your tenant, go to Data > Overview.   Then drop your formatted data file onto the customer card.  If you used the template then your fields should match the database fields.  Scroll to the right to confirm all fields have a check mark.  Any that have an exclamation  will not be uploaded.  You can either match these to a database field by finding it in the dropdown or leave as is. Once you have reviewed your fields click Upload Customer.

A success or error message will appear onscreen and you will receive an email with upload results.  Large lists will take some time to upload.  Click on Customers card to see results of your upload.

  

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