A new feature has been added to the Data Management / File Importing section that enables users to bulk import customers into the system, streamlining the process of adding multiple customer records at once. This enhancement simplifies data management and ensures efficient handling of existing records.
Key Features
Download Updated Customers Import Template
- Enhanced Data Capture: Users can download the updated Customers Import Template, which now includes additional fields for more comprehensive data entry.
Import Data Using the Template
- Support for New and Existing Records: Users can import customer data using the template, allowing for the processing of both new and existing customer records.
Matching Logic
- Automatic Record Utilization: During the import process, the system employs matching logic to identify existing records:
- If an existing primary address record, billing address record, or primary contact is found, the system will automatically link the new customer to the existing record.
This ensures that users can maintain data integrity while efficiently managing customer information.
