Import Bureau Customers

Import Bureau Customers

To import a collection of Bureau Customers, navigate to the Import Bureau Customers page.

Dropping a file into the upload control will cause it to be uploaded. Once the file is uploaded, the user must select a Bureau Customer Importer Mapping and click the Import button.

Once the file has been imported, the user will be informed of any verification issues.

Clicking on the Verify button will take the user to the Bureau Customer Verification page.

Clicking on a customer in the verification table will allow the user to edit the imported customer to correct any verification errors, which have invalid tabs highlighted.

Validation messages will be presented to the user where relevant.

Once corrected, the save button will be enabled, and the validation messages will no longer be present.

Clicking on the checkbox next to a valid record will allow the customer to be imported into the system.

The user will be prompted to confirm the import.

Clicking on the … text in the Actions column of the table will present options to edit, delete or import a single row (if valid).

Deleted Customers will have their Status changed to deleted.

Deleted Customers can be restored through the … button in the Actions column.

Once there are no invalid Customers available, the Complete Import button will be enabled. Clicking on the Complete Import button will allow the user to import all valid and non-deleted records, following a confirmation prompt.

The remaining deleted customers can be removed from the system by clicking on the Delete Import Records button, following a confirmation prompt.