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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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- Use this file to import new Customer Users: Customer ContactsUsers.xls. The fields flagged in Red are mandatory
- Alternatively, you can 'Download Customer Members' by following the first 3 steps of the previous instructions and add new rows for new Customer Users. Please remember that before uploading the file needs to be saved in Excel format (.xls) first.
- Provide data to the file (make sure it is saved as .xls)
- Go to 'Customers'
- Select a customer you want to upload the Customer Users for
- Select 'Upload Customer Members'
- Select your file and click on 'Send'
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