Import Customer Product IDs

This import is used to import customer specific product ID’s to an existing Customer. To import Customer Product IDs, go to File > Import Data > Customer > Customer Product  ID’s.

Create an Excel spreadsheet with your column headings for each field name you wish to import. Using Import Data, map the file location for your spreadsheet to the Filename, choose the correct worksheet if you have multiple sheets in your Excel file, name your import, then use the Columns tab in order to map each Column to its corresponding field.

Required fields for this import are Customer ID, Customer Product ID and Product ID.

Data Field(Length) Notes
Customer Product ID
Customer ID Text Existing Customer ID in Acctivate
Customer Product Description Text(4095)
Customer Product ID Text(159)
Customer Product Note Text
Product ID Text Existing Product ID in Acctivate