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Claritum allows administrators to upload new customer users from a spreadsheet. This page details how to do this as well as a list of all valid fields headings and example values |
The Import Process
To begin importing customer customers click the customer option from the main menu
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If the file uploads successfully you will be asked to verify which columns being imported relate to which customer fields
Click submit to complete the import
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If there are any issues with the imported data you will be notified. You can download a spreadsheet which will highlight the problem fields
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Exporting Customers
To export customers select the customer option from the main menu
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If you want to download the users of a specific customer then view that customer itself and click on the users tab. Then also click the CSV/Excel button
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Resetting users passwords using customer import
If the imported user already exists, their password is reset so they will no longer be able to log in with it. They will receive a “Reset password” email with a link to resetting it.
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