Import Employee Customer Mapping

To import employee customer mapping, follow the steps below.

  1. Go to Web App > Imports

    The Imports page appears.

  2. Under the Employees section, click the Import Employee Customer Mapping link or icon.
    Import Employee Customer Mapping 1

    The Import Employee Customer Mapping page appears.

  3. Click the Download Template button to download the template.
    Import Employee Customer Mapping 2

    A blank excel sheet is downloaded. Refer to the instructions listed in the Supported Formats to fill the excel sheet.

  4. Fill in the excel sheet.
    Import Employee Customer Mapping 3
  5. On the Import Employee Customer Mapping page, click Choose File and select the filled excel sheet.
    Import Employee Customer Mapping 4
  6. Optional: Click the Unmap all the existing Employee checkbox to unmap the exitisting employees who are mapped to the selected customers.
    Import Employee Customer Mapping 5
  7. Click Import.