Import Business Customers 

Hint

This section is part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

Import File option helps import a large bulk of information on business customers using the .csv file.

To import a bulk of business customers:

  1. In the main menu, navigate to Customers > Business Customers.

    Import business customers

  2. Click Import File on the top right.

  3. Click Choose File and select the .csv file you prepared.

Note

Ensure that your .csv file is saved in the Unicode (UTF-8) encoding. Otherwise, the content of the file can be rendered improperly.

  1. Click Download Import Template to download a sample .csv file with the necessary headers.

  2. Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File and select the prepared comma-separated values (.csv) file.

  3. Select the strategy for uploading the file:

    • Add and Replace strategy overrides the existing information with the new one from the imported file.

    • Add strategy adds new business customers from the .csv file to the existing list.

  4. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  5. Launch import: After successful validation, click Import File.

  6. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.