Step by step instructions to separate contacts into Customers and Terminals.
Customers:
1. In Customers tab, select Export from the drop down. CSV file with all of your contacts will be downloaded.
2. Open the downloaded file in Excel or Google Sheets. Now we need to separate these contacts into customers and terminals. Go through the list and highlight all customers in yellow color and terminals in green. There are many different ways to do this, as you might be able to differentiate your customers in groups (ex. has email) and sort by it.
3. Now, let's group rows with the same color. To sort rows by color click on Data tab, select Filter, click on filter drop down and select Sort by Color and click on Yellow cell color. Now all customers are on top in yellow color and all terminals are at the bottom in green color.
4. In Customers tab, select Import from the drop down and click on Download sample file. Sample CSV file will be downloaded.
5. Open the downloaded sample CSV file in Excel or Google Sheets. Delete sample information from rows 2 through 17, make sure first row with headers remain in the spreadsheet.
6. Go back to exported spreadsheet from Step 3, copy all yellow colored rows and paste it into spreadsheet from Step 5. Make sure pasted information matches with headers. For Business Type column you can use one of the the following types: BUSINESS, DEALER, AUCTION, PRIVATE, REPO_YARD, PORT or just leave it blank. Save the spreadsheet as a CSV file.
7. Before completing this step, VERY IMPORTANT to have a backup raw file from Step 1, in case you need to access original contacts list. In Customers tab, scroll all the way down to the last customer, select one customer then select all customers and click on Delete. Now there are zero customers.
8. Upload the CSV file from Step 6 into the Customers tab. Now you should have the list of all customers from the spreadsheet.
Terminals:
9. In Terminals tab, select Import from the drop down and click on Download sample file. Sample CSV file will be downloaded.
10. Open the downloaded sample CSV file in Excel or Google Sheets. Delete sample information from rows 2 through 13, make sure first row with headers remain in the spreadsheet.
11. Go back to exported spreadsheet from Step 3 in Customers instructions, copy all green colored rows and paste it into spreadsheet from Step 10. Terminals sample CSV file doesn't have as many columns as customers, delete all extra cells and make sure information matches with headers. For Business Type column you can use one of the the following types: BUSINESS, DEALER, AUCTION, PRIVATE, REPO_YARD, PORT or just leave it blank. Save the spreadsheet as a CSV file.
12. Upload the CSV file from Step 11 into the Terminals tab. Now you should have the list of all terminals from the spreadsheet.
To upload additional contacts into existing customers or terminals, make sure Business Name field is the same (all other fields can be blank) and contact information is filled out. Please refer to Sample File to see examples for uploading additional contacts.
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