GIVE EVERY CUSTOMER THE RIGHT TEAM.
Bring your customer list.
Preview the details. Review assignments. Create everything together.
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1. Prepare your list
UTF-8 CSV · Up to 500 customers and 200,000 characters. Use the five columns below. Separate multiple employee usernames with a semicolon.
Customer type: Distributor, Dealer or Farmer. Contact may be blank. Duplicate name/type/area combinations need individual review; existing customers are never changed by this import.
Available employee sign-ins
Use active field-employee usernames from this organization. Their reporting manager must also be active. Create or activate missing employee sign-ins first.