Operations Customers - Assigning Companies to a Company Group by Import

1. Navigate to "Customers"

   To assign "Companies" to a "Company Group" by importing, you must first, prepare your .CSV import file that includes the company code and company group code columns. Navigate to "Customers" in the operations portal.

   

2. Go to "Companies"

   Go to the "Companies" screen to determine the codes of the companies in the system. In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView," "crmCompanyView," "crmCompanyEdit," "companyEdit" and "dispatch".

   

3. Go to the "Data" tab

   Then, go to the "Data" tab.

   

4. Click on the "Show/Hide Columns" icon

   Next, click on the "Show/Hide Columns" icon.

   

5. Enable the "code" column

   Make sure the company "code" column is visible on your screen. You can also select other columns that you would like to use for data and uncheck other columns that are not needed.

   

6. Narrow down the list

   If you would like to narrow down your list before exporting, use column filters to find specific companies.

   

7. Export your file

   When you are ready to export, go to "File" menu and then click "Export". This will give you a file in .CSV format that will include the data from the grid and also the header row.

   

8. Type in your desired filename

   Type in your desired filename for your .CSV file.

   

9. Click on the "Save" button

   Then, click on the "Save" button.

   

10. Example spreadsheet with company codes

    This export consists of all the company codes of the companies you want to assign to a specific company group.

    

11. Click on "Company Groups"

    Next, you'll also need the "Company Group" code, which you can also find under "Customers" section. Click "Company Groups". In order to access "Company Groups" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "customerGroupView and customerGroupEdit" along with "importEdit" and "importView". These last two roles are needed for importing later on.

    

12. Find "Company Group" and Copy Code

    Find the "Company Group" you want to add companies to by using the search bar or column filters. Copy the needed company group code from the code column.

    

13. Prepare your spreadsheet for import

    Return to your spreadsheet and update the column headers. It should have the code and companyCode columns.

    

14. "code" = Company Group code

    Make sure that you populate the "code" column with the company group code you copied.

    

15. "companyCode" = Company Code

    The "companyCode" column should contain the company codes that you exported earlier.

    

16. Save your CSV for import

    After completing the necessary changes, save the spreadsheet as a .CSV file for import. Ensure the spreadsheet contains only the data you intend to update. This updated sheet will now have all the necessary headers and data for your upcoming import.

    

17. Go to the Company Group details screen

    Go to the Company Group details screen.

    

18. Go to the "Assigned Companies" tab

    Then, click on the "Assigned Companies" tab.

    

19. Click on the "File" menu

    Now you're ready to import. Go to "File".

    

20. Select "Default Assignment Mapping"

    After that, go to "Import", then choose "Default Assignment Mapping".

    

21. Select your file and click the "Open" button

    You will be asked to upload a .CSV file from your computer. Please select the correct file, as imports are irreversible. The import will run in the background. Allow a few minutes for the data to be imported, and note that larger imports may take longer.

    

22. Data has been imported

    Once the import finishes, the new companies should appear automatically. If not, simply refresh the "Company Groups" screen to see your updated assignments.

    

23. Email Report

    An email report will also be generated once your import is successful.