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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. |
| ReqLimit* | Re Limit. The maximum |
| 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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Import User ID Changes
The process of bulk importing User ID changes to user records is similar to importing user customers. The required CSV template is provided here or you can create one yourself.
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