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      • Advanced User Imports
        • Tips for a Successful File Import
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  1. Central Administration Server (CAS)
  2. Utlities
  3. Advanced User Imports

Customer/ Users Imports

PreviousTransaction Codes ImportsNextClassification and Attributes Imports

Last updated 5 years ago

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  1. Go to CAS --> Utilities --> Advanced User Imports -->Customer/ User

  2. Select the Type from the drop down .

  3. To download sample csv file click on 'Download Sample csv'.

  4. Choose the csv file path.

  5. Click Save.

This imports customer/user data details such as :

Customer

Customer Assignments

Employee

Employee User Information

327B
customer (1).csv
Customer Sample CSV
73B
customer_assignments.csv
Customer Assignment Sample CSV
263B
employee.csv
Employee Sample CSV
88B
employee_userinfomation.csv
Employee User Information Sample CSV