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The process of bulk importing User Customer records is similar to importing user customers.
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 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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