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The process of bulk importing User Customer records is similar to importing user customers. User Customer records are typically used when a user is associated with more than one customer account. To bulk import user customers, the user ID (EmailAddress) must already exist as a website user.
| Field Name | Field Description |
|---|---|
| EmailAddress* | User ID (in most cases, the User ID is the user's email address) |
| CustomerCode* | Customer account code |
| InitialRole* | Initial user role |
| ApprovalLimit* | Approval Limit. The maximum order limit this user can approve. |
| OrderLimit* | Order Limit. The maximum amount this user can order before approval is required. |
| ReqLimit* | Requisition Limit. The maximum amount of an order for this user in this customer account. |
| ApprovalGroup | If approval groups are used for this customer, enter the Approval Group code assigned to this user. |
| ApprovalMinimum | Enter the minimum amount this user can approve. |
| HideInAccountSelect | Enter 'Yes' or 'No'. If 'yes', this customer account will be hidden from selection and account switching when the user logs onto your website. |
User ID
The required CSV template is provided here or you can create one yourself.
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The process of bulk importing User ID changes to user records is similar to importing user customers.
| Field Name | Field Description |
|---|---|
| Current User ID* | Current user ID (in most cases, the User ID is the user's email address) |
| New User ID* | New user ID |
| New Notify Email Address | Leave blank if the email address will remain the same |
The required CSV template is provided here or you can create one yourself.
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The process of bulk importing User deletions, activations and inactivations is similar to importing user customers. NOTE - A user can be deleted from a particular customer account only if they have no active orders and they are associated with more than one customer account.
| Field Name | Field Description |
|---|---|
| EmailAddress* | Current user ID (in most cases, the User ID is the user's email address) |
| CustomerCode | Enter the customer code if you wish only to remove the user from this customer account. NOTE - You cannot enter a customer code and permanently inactivate a user at the same time. |
| IsPermanentlyInactive | Enter 'I' for Inactive and 'A' for Active. Leave blank if deleting user from a customer account via the CustomerCode field. |
| IsPermanentlyInactiveNote | If permanently inactivating the user, enter a note if you wish. |
The required CSV template is provided here or you can create one yourself.
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