SYNC: Extended-customers
When importing data to Silverbucket it is vital to keep the structure identical to the example datasheet to ensure a flawless import:
- First row contains the names of the headers - it is not necessary to edit the first row.
- Second row in your file is where your data starts to get imported
- Columns need to be in the same exact order as in the examples
- Rows after the default structure's last column are never read / handled when importing
- Never have hidden columns in your data sheets
What data is this integration used for
- Customers with extended data: name, street address, postal code, city, country, businesscode, website
List of customers can be found in Customers > Listing.
The extended data can be found in the Customer's Dashboard:
Integration's data fields
Name of the customer (mandatory)
Street address for the customer
Postal code for the customer
City for the customer
Country of the customer
Customer's business code
Customer's Website
Customer's Code
The example file in the screenshot will integrate / create the following:
1) A new customer called 'City of Helsinki'. Columns B, C, D, E, F, G are added to the Customer's Information fields in its dashboard.
2) A new customer called 'City of Vaasa'. Columns D, E are added to the Customer's Information fields in its dashboard. Columns B, C, F, G are skipped and left empty.
Rules & basic principles of this integration
Silverbucket matches rows to Silverbucket's data case-sensitively ("SilverBucket_Support" is not considered the same as "silverbucket_support").
However, matching email fields is done case-insensitively (" Support@Silverbucket.Com " is considered the same as " support@silverbucket.com " when creating a user, for example)
- If no matching customer is found from Silverbucket the customer will be created with the corresponding metadata
- If a customer with the same name exists all the metadata in the import file will be updated for that existing customer in Silverbucket (empty information fields will empty any Silverbucket's existing information)
- Maximum length for street address and city is 100.
- Maximum length for postal code is 10.
- Maximum length for country and website is 200.
- Maximum length for business code and city is 20.
If the data structure was correct, you can see the outcome in Silverbucket right after the upload. To make sure all went fluently, you can search for the desired customer in Silverbucket; in this example we searched for the City of Helsinki:
extended_customers_import.csv
86Bytes, Uploaded 8 months ago
extended_customers_exampleRow.csv
180Bytes, Uploaded 8 months ago