An All Fields template can be used when you have new customers to import who have a mixture of different schedules.
📌Note: 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!"
📌Note: You can also create your own template.
Upload new customers using All Fields template:
Click the File Upload tab.
From the Template Library, select the System New Customers All Fields template or a custom one.
Click the Download icon then complete the spreadsheet with your customer's details.
Save the file in a CSV or XLSX format.
Under the Data File tab, click Click to Select File.
Click on the Upload File button.
If errors occur after uploading, you need to correct the errors.