An all fields template can be used when you have new customers to import who have a mixture of different schedules.
đNote: The system handles file validation differently based on size. For smaller files validation happens immediately. For larger files, the system processes the file through a job in the background to ensure accurate and efficient validation.
For larger files a progress bar displays, allowing you to monitor validations as they happen in real time. You'll see a note informing you that you can navigate away from the page if needed, while validation continues. However a warning is displayed "At this stage, your file has not been submitted yet!"
đNote: You can also create your own template.
Upload customers using all fields template
Click the File Upload tab.
Select Template Library.
Select System New Customers All Fields or a custom template.
Click the Download icon.
Complete the spreadsheet with your customer's details.
Save the file in a CSV or XLSX format.
Under the Upload a file tab, select the template from the drop-down menu.
Under the Data File tab, select click to select a file.
Click on the Upload File button.
If errors occur after uploading, you need to correct the errors.