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

Mandatory / Non-mandatory details

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

Column	Description
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

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.

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.
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'