- Navigate to System administration > Workspaces > Data management
- Be sure to select the correct country in top right corner - 'DEN'/'SWE'/'NOR' depending on which customer needs to be imported
- Click on the 'Import'-button
- Name the import with a 'Group name'.
Click on 'Add file'.
Select source data format 'EXCEL'.
Search and select 'Customers V3'.
Click 'Upload and add' and select the file that the user has sent. Wait a few seconds until file has been uploaded.
- Click on 'Close'
- Click on 'Import now'. This process can take some time to complete. It depends on how many customers/lines that needs to be imported. Have patience and wait for either a checkmark- or fail-symbol.
- See below for example on failed import (see 8. for succesful import).
If this happens: Click on 'View staging data' and review the error message. Fix error message and try again when file has been updated.
-
See below for example on a succesful import.
You can then let the user know that import has happened.
SALES - Import new customer DEN/SWE/NOR
Modified on: Thu, 24 Apr, 2025 8:23 AM
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