Adding shared customers through a master site

If you have set up a master site, use the Multi-Site Customers form at the master site to add customers for all sites in the intranet. Instructions for using this form are in the online help. Appropriate replication rules must be set up between the sites in order for the form to work.

Note: For on-premise environments: If you are bulk-loading your customers via SQL, you must also copy the customer_currency_mst table.

See the chapter on master sites in the Infor SyteLine Multi-Site Planning Guide for information about the replication rules that are required.