How to add customers to code through batch file process
To add customers into classification code, hit on “Add” button in classification code section the page will navigate to Add Customers screen.
Import Customers:
By using text file you can upload the bulk customers into the classification code.
To import customers for classification code, Select “Upload Customers” tab.
Download Sample file:
To download sample Text file, hit on download link as below screenshot:
Sample File:
Key: In your file you need to enter only valid customer party id, based on the customer id application will identify and load the data.
Enter below information’s and hit on “Upload” button.
- From Date
- Thru Date
- Party Import File – Select the file to import
Once the file is imported, the list of imported customers will be displayed.