Creating the customer group upload file

To upload file must be a Microsoft Excel file with the XLS or XLSX file extension. The file must have these characteristics:
  • There must be one row for each customer and customer group association
  • The Customer Number must already exist in your database
  • You can use the same customer group multiple times. For example, to assign Customer A and Customer B to Customer Group 1, you would create these lines:

    "Customer Group 1","Customer A"

    "Customer Group1","Customer B"

  1. In a Microsoft Excel spreadsheet, specify CustomerGroupName in cell A1 and CustomerNumber in cell B1.
  2. In each row, specify the Customer Group Name and the Customer Number.
  3. Select File > Save As.
  4. Specify a name for the file. In the format list, select XLSX or XLS.
  5. Click Save.