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This knowledge article provides a guide for the following:

  • updating existing Users per Customer
  • importing new Users per Customer


Customer Importer File Structure

The datafile structure must contain exactly the columns required with the first row containing the column headings.

Subsequent rows then contain the information to be imported.

Although all columns are required to be present within the datafile, not all of them require information in the subsequent rows.


Data for the following columns needs to be entered following Standards for Data spreadsheet

    • Timezone
    • Language
    • Currency
    • Address: Country

Standards for Data.xls

Mandatory / Non-mandatory details

The Customer User import file must be formatted in very precise ways with exactly the right columns:

ColumnDescription
Claritum ID 
External ID 
First Name 
Last Name 
Email 
Role 
Address: Company 
Address: Street 
Address: City 
Address: County 
Address: Country 
Address: Post Code 
Telephone 
Fax 
ISDN 
Mobile 
Website 
Cost Centre 
User flag 1 
User flag 2 
User flag 3 
Orders For Other Users 
Receives Emails 
Cannot Log In 
Can Authorise Orders 
Authorisation Limit Does Not Apply 
Hide Stock 
Is Report Authority 
Cannot Change The Default Delivery Address 
Hide PDF Templates 
Hide Bespoke Items 
Approver 
Spend Limit 
  

Updating Existing Customer Users

  1. Go to 'Customers'
  2. Select a customer you want to update the Customer Users for
  3. Select 'Download Customer Members'  (top of the page). This will download a CSV file with the existing Customer Users.
  4. 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.
  5. Once your spreadsheet is ready, select 'Upload Customer Members'
  6. Select your file and click 'Send'
  7. Please make sure 'Claritum ID' column is selected ( Not External ID). Confirm selected columns are ok and click 'Upload' on the bottom of the page.


Importing New Customer Users

  1. Use this file to import new Customer Users: Customer Users.xls. The fields flagged in Red are mandatory
    1. 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.
  2. Provide data to the file (make sure it is saved as .xls)
  3. Go to 'Customers'
  4. Select a customer you want to upload the Customer Users for
  5. Select 'Upload Customer Members'
  6. Select your file and click on 'Send'












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