Importing Customer Users
- James Leeson (Unlicensed)
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 customers click the customer option from the main menu
Click the import customers button
Select the spreadsheet you want to import. You can drag the file into the upload area or you can click on the upload area and you will be prompted to choose the file using your operating systems file browser
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
If there are any issues with the imported data you will be notified. You can download a spreadsheet which will highlight the problem fields
Exporting Customers
To export customers select the customer option from the main menu
Click the CSV/Excel buttons to download a spreadsheet of all customer in that respective file format
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
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.
If the imported user is new they will receive a “Account created” email with a link to create their password
In both cases the link points to the same page you go to from the “Forgot password” link, with the user’s email pre-populated. Clicking the “Reset password” button emails a time-limited link for entering the new password.
Import/Export field heading definitions
Column Heading | Description |
|---|---|
Claritum ID | The unique ID of the customer |
Name | The name of the customer |
Tag Name | The tag name of the customer |
Company Registration No. | The Company Registration Number |
Phone | The customers phone number |
Currency | The currency set for the customer |
Account Manager | The user who is set as the customers account manager |
Business Unit | The business unit set on the customer |
Markup | The markup value set on the customer |
Invoice Email Address | The email address which invoices are sent to |
Sales Rep Code | The Sales Rep Code set on the customer |
Accounts Ref | The accounts ref set on the customer |
Nominal Ledger Code | The Nominal Ledger Code set on the customer |
IBAN | The IBAN set on the customer |
Exemption No. | The Exemption number set on the customer |
Default Carrier | The default carrier set on the customer |
Tax Number | The customers tax number |
Credit Stop | Defines whether credit stop is enabled on this customer |
Street | The street of the customers address |
City | The City of the customers address |
County | The County of the customers address |
Country | The Country of the customers address |
Post Code | The Post Code of the customers address |
Portal | The portal set on the customer |
Branding | The set of branding the customer uses |
Top Level Folder | The top level folder the customer sees when browsing the catalogue on the customer portal |
Users | The number of users assigned to that customer |