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C4C: how to extend customer with sales data?

Hello,

I'd like to know if there is a way to extend existing customer records with sales org data by uploading from a file / mass change. These customer are not assigned to a sales area yet.

I have tried with Data Workbench and mass maintanance. It seems that both only work for changing existing sales orgs, but not for adding a new entry. Manual adding is working without problems.

Are there any other functions I can use?

Regards.

christian

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1 Answer

  • Sep 05, 2017 at 09:55 AM

    Hi Christian,

    Use the migration template to update the customers with sales data.During that process,make sure you have selected the Migration Mode as "Enhance already existing records"(Check the attachment)

    migrate-customer.jpg

    Regards

    Logan

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