Importing Trading Partners in Bulk
You can use the bulk import option when adding five or more trading-partner accounts in Conexiom.
Using Bulk Import
Within the Customers Tab, the import option can be used to add a batch of five or more customers to the portal at once, and is an alternative to adding customers individually. For more information on adding standalone trading partners, click here.
Depending on your account setup, this tab may be named "Customers" or "Vendors". Functionality is the same.
Download the import file template here.
Populate the template with the requested information. Fields marked below with an asterisk (*) are mandatory. If you need assistance filling out the template, or you have fields in your portal that are not present in the template, please contact your Conexiom representative.
Field Name | Information to Input |
---|---|
Company Name* |
|
Customer Number* |
|
Address Fields (Street*, City*, State, Country*, Postal Code*) |
|
Business Division |
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SLS ID - Inside Sales Rep Business Rep ID* Implementor ID* |
|
Implementer Name |
|
Buyer Fields (First Name, Last Name, Email, Identifier) |
|
Processed Document Notifications |
|
ClientType |
|
AutoSendMapInvite |
|
Save the file as a .csv.
Navigate to the Customers Tab from the left-hand sidebar. For more information on the Customers Tab, click here.
In the top right corner of your screen, click Options, and select Import.
Select Choose File or click and drag to attach the .csv file, then click Start.
The dialogue box will update based on whether the customers were added successfully or the file failed.