Importing Trading Partners in Bulk

Using the bulk import option when adding five or more accounts into Conexiom.

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 customers, click here. 

1. Download the import file template here. 
2. 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*	Account name: should be unique to the customer/vendor and will show in the portal
   Customer Number*	Account number or identifier: must be unique to the customer/vendor This is often the customer number as it appears in your ERP
   Address Fields (Street*, City*, State, Country*, Postal Code*)	Primary Billing or Shipping address Country must be set and should not be abbreviated Note: If including a real state value, this must not be abbreviated Any other mandatory fields can be set as N/A if the information is not available Note: Unless otherwise set by business rules, entering "N/A" under the conditions described above does not impact mapping nor the information sent to the ERP
   Business Division	Optional fields that allow you to sort the Customer List more effectively, separate reporting in the dashboard, or limit user access to trading partners if entered consistently
   SLS ID - Inside Sales Rep Business Rep ID* Implementor ID*	These are the three roles you can assign to this customer For more information on the differences between these roles, click here Set these values using the first initial and last name of the user in uppercase Note: To assign someone to a role, they must first be set up as a contact under the Company Tab
   Implementer Name	Leave this value blank
   Buyer Fields (First Name, Last Name, Email, Identifier)	Optional fields to add Buyer information If unknown at the time of import, these can be added at a later time For more details on adding Buyers to Conexiom, click here
   Processed Document Notifications	The email addresses where successfully processed order notifications from Conexiom are sent For multiple emails, separate each address with a semicolon (;) Recipients do not need to have access to the portal If unknown at the time of import, this can be added at a later time
   ClientType	Set as Email
   AutoSendMapInvite	Set as 1 if First Pass Mapping (FPM) is enabled For more information on FPM, click here Otherwise, set as 0

3. Save the file as a .csv.
4. Navigate to the Customers Tab from the left-hand sidebar. For more information on the Customers Tab, click here.
5. In the top right corner of your screen, click Options, and select Import.
6. Select Choose File or click and drag to attach the .csv file, then click Start.
7. The dialogue box will update based on whether the customers were added successfully or the file failed.