Dynamic Import of the Customer Data

Pre-Requisites

  • To perform the dynamic import of the customer data with any template, you must enable Enable Dynamic Customer Import setting. To enable this, go to App Builder > Settings > Company Settings > Security Settings. Enable the setting and click Apply.
  • Create an Excel file with the customer's details.

Steps

To perform a dynamic upload of the customer data with any template, follow the steps below:

  1. Go to Web App > Navigation Menu > Customers > All Customers.
    Add Customer 3

    The Customers page appears.

  2. Click the Hide Metrics to view all the customers.
    Edita Customer 1
  3. Click the Export & Import Options menu and click the Import option.
    Import Customers 1

    The Smart-Import Customers page appears.

  4. On the Import Customers pop-up window, click Dynamic Bulk Import.
    Dynamic Importofthe Customer Data 1
  5. For Step 1, do the following:
    1. Click Choose File.
      Dynamic Importofthe Customer Data 2
    2. Select the Excel sheet you created with the customer's details.
    3. Click Next.
  6. For Step 2, do the following:
    1. Under the Map to Field column, map the Excel columns to the respective customer fields.
      Dynamic Importofthe Customer Data 3
    2. Optional: Enable the is Search Key radio button to enable search using the selected field.
      Dynamic Importofthe Customer Data 4
    3. Click Next.
  7. For step 3, configure the Handling duplicate records and click Next.
    Dynamic Importofthe Customer Data 5

    The status of the import is displayed in step 4.