Imports
Customer import
Create customers, billing profiles, portal users, agreements, and implementation tasks.
1. Upload/Load Sample
2. Column Mapping
3. Validation
4. Options
5. Preview
6. Approval
7. Process
8. Result
Upload / Load Sample
Mock CSV/XLSX area for the presentation flow. Use the sample button to populate rows.
Drag CSV/XLSX here
Expected fields include customerCode, displayName, invoiceEmail, paymentTermsDays, portalUserEmail, initialItemOrPlanCode.
Load a sample to inspect and edit column mappings.
No import batch loaded yet.
Load a sample import to review validation rows.