Import Customers

To import customers navigate to the following path:

Click on Import Customers button. It displays the following fields under the Import Customers section:

• Owner: select owner from the drop down list.

• Access Template: Select the access template from the drop down list.

• Locale: Select the locale from the drop down list.

• Browse Customer CSV File: Brows the customer CSV file.

Click on Import Customers button when done. You can also download sample file Only files with (.txt) extension and less than 4 Mega Bytes in size.

Note: Customer data should in the following format. Columns are delimited by pipe and each new record begins in a new line.

CustomerNumber|FirstName|LastName|CompanyName|Address1|Address2|City|State|Country|Zip|Phone|Fax|Mobile|Email

First Name, Last Name, Email, Address1, City, Province/State, Zip, Country, Phone are mandatory fields.

Phone format is: +CCC-123456789 where CCC is country phone code.

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