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Import Customer Data

Complete the following procedure to import customer data into the Customer List screen by creating, populating, and importing a formatted Excel file.

  1. ClosedNavigate to the Customer List screen.

    1. Log In to the Data Center Application to display the Data Center ribbon menu.

    2. Select Customer Admin > Customer List from the main menu to display the Customer List screen.
  2. Click the Export Template button to export the template format to an Excel file.

  3. Populate the Excel file with customer information.

    Note: The file must adhere to the validation requirements indicated in row 1 and below:

  4. Save the Excel file.

  5. Click the Import button on the Customer List screen to display the Load Excel Import window.

  6. Browse to the desired location.
  7. If the system detects any errors, it displays the Import Complete with Errors window.

    Complete any of the following as needed:

  8. When the import is complete, the system displays the Upload Complete window.

  9. Click the Close button to close the window.
  10. Click the tab's Close button to close the screen.

 

 

 

 

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