When a Manufacturer provides a list of Customer Account Number, you may import them in bulk rather than manually entering them.
What you'll learn
- How to import Manufacturer Customer Account Numbers
TABLE OF CONTENTS
This feature is found on the Import Customers option under Customers in the Navigation Menu
The template for this task can be found just below the Choose button.
Choose the File
Begin by choosing the Manufacturer you will be importing Account Numbers for (1). Once complete, choose the file from your local machine (2), you will then be taken to the next step.
If you receive a "Please select a valid file" error, please be sure the sheet within the file has been labeled CustomerNumbers as noted by the requirements shown before choosing your file (and shown above).
Map the Data
Similar to other imports within MarketTime, here you will match the columns within your Excel sheet with what MarketTime expects them to be. As with other imports, anything left un-matched will not be imported.
Once satisfied, click the Next button to proceed.
On this final step, you can visually verify the columns you mapped match with the data. Click Import Customers to import the Customer Account Numbers.