How to Import/ Export Customer Additional information?

1.Import Customer Additional Attributes via CSV file the format should be from first row “Column A to Column E” are used as heading. Heading contain Customer Code,Customer Name,Attribute Key, Attribute Value and Attribute key Group.

2.Please use same sequence which we have mentioned in point number 1. “OR” Under CUSTOMER ADDITIONAL ATTRIBUTES click on “Click Here To See Sample File”

Another easiest way to check CSV file is export the CustomerAdditionalAttributes Namesheet and as per your requirement you can update information.

3 Customer Name, Customer Code,Attribute Key,and Attribute key Group are mandatory fields.

4.Make sure Combination of Customer Code and Customer name are same as
application product list.

5.Customer Name: Enter customer name as per requirement.
Customer Code: Enter unique code for customers
Attribute Key: Enter additional Information label for customer.
Attribute Value : Enter value for attribute key/additional Information label.
Key Group : Enter group name in which attribute key belongs to.

6.For example : Your row will be look be –
Customer Code = car7894, Customer Name = Carter Pvt. Ltd, Attribute Key = Pan Card, Attribute Value = ABCD1234A, Attribute Key Group = Confidential.

7. By clicking on Export one popup will get display as Choose Type:
1.Export To Drive
2.Export To Mobile
If user select option as “Export To Drive” then CSV file will create in Google drive. and if user select option as “Export To Mobile” then CSV file will create in mobile storage.
8.You can view this added Customer Additional Field while adding customer.”

By |2018-06-22T08:34:40+00:00June 22nd, 2018|0 Comments