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- Go to 'Customers'
- Select a customer you want to update the Customer Users for
- Select 'Download Customer Members' (top of the page). This will download a CSV file with the existing Customer Users.
- Modify the data where necessary and save it as an Excel file (.xls). Please DO NOT modify the Claritum ID value as it is used it to identify the Customer Users on the system.
- Once your spreadsheet is ready, select 'Upload Customer Members'
- Select your file and click 'Send'
- Please make sure that on the 'Importing Customer' page 'Claritum ID' column is selected ( Not External ID). Confirm selected columns are ok and click 'Upload' on the bottom of the page.
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