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Importing Customers using a CSV File

Using a .CSV file (comma-delimited text file), Customers can be imported instantly.

The fields that are required within the text file for Customers to be imported are:

• First Name

• Last Name

• Email address

• Username (unique)

• Password.

To import Customers using a .CSV File:

1. Select User>Customers
   The Customers screen is displayed.
   
   

2. Click
   The Customer Import Wizard appears.
   
   

To view a template that illustrates the fields the application is looking for and the data types (see below), click the Download Template link on the Customer Import Wizard screen.

The following fields should be visible:

Title (char 128),First Name(char 64), Last Name(char 64), Email Address(char 64), Company(char 64), Department (char 64),Primary Company Contact (int 1), Primary Department Contact (int 1),Address 1(char 128), Address 2(char 128), City(char 64), State(char 32), Postcode/ Zip (char 20), Country(char 64), Phone(char 20), Mobile(char 20), Fax (char 20), Pager (char 32),Username (Unique char 64), Password (char 64), Partners Email (char 64), Custom1(char 256), Custom2(char 256), Custom3(char 256), Custom4(char 256), Custom5(char 256), Notes (clob), Locale (char 5), Line Manager Username (char 128)

The ‘char ###’ designation in parentheses after each field name signifies what type of data the import utility expects to see in each field. For instance:

• ’First Name (char 64)’ means that the first name field cannot exceed 64 characters.

• 'Company Contact (int 1)' means that a 1 in the field will assume the Customer is the Primary Contact for the Company, if the field is left empty or completed with a zero, it is assumed the Customer is not a Primary Contact.

• Fields marked as ‘Unique’ must be unique in the system

• Locale is the Email Locale for the Customer and will be set to the option applied in the Setup>Email>Setup>Default Locale field if the column is empty

• Line Manager Username is the Customer's Username as recorded in the system or to be created as part of the .CSV import.

If the Partner option has been enabled in the application Setup, a Partner can be assigned to a Customer by defining the Partner email within the .CSV file.

• The Country specified must be the same as what is found within the application
  If the spelling is different in the .CSV file, a Customer's Country details will not be imported.

3. Click Choose File
   Select a .CSV file to be imported

4. Click Upload
   Displayed are lists of fields that are mapped to the corresponding fields in the .CSV file that is to be imported.
   
   

*Fields marked with a I are mandatory.
*Fields marked with a I that do not contain matching system records automatically create new records in system.

5. Adjust mapped fields, if relevant

6. Check Ignore First Line if the imported .CSV file uses its first line as a header to define the field information
   Leave the box unchecked if the .CSV file begins with usable data.

7. Check Web Access if the imported Customers are to have immediate access to the Customer Portal
   If this option is not selected, Customers will not be able to log into the application until they have been designated web access within the Customer Information>Contact tab.

8. Click Import
   The results of the import attempt will be displayed. If the import was successful, the new Customer details can now be accessed in the system.
   
   

9. Click Done.

After the Customer has been imported, other fields require manual configuration, including:

• Room (if relevant)

• User Roles.