Import Employee Customer Type Mapping

To import employee customer type 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 Type Mapping link or icon.
    Import Employee Customer Type Mapping 1

    The Import Employee Customer Type Mapping page appears.

  3. Click Download link to download the template.
    Import Employee Customer Type Mapping 2

    A blank Excel sheet is downloaded.

  4. Fill in the excel sheet as per the instructions listed in the Supported Formats to upload the data.
    Import Employee Customer Type Mapping 3
  5. On the Import Employee Customer Type Mapping page, click the Choose File and select the filled excel sheet.
    Import Employee Customer Type 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 Type Mapping 5
  7. Click Import.