SYNC: 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
Quickly add any number of customers to Silverbucket. The result of the import can be seen in Silverbucket's Customer > Listing -view, for example.
Integration's data fields
Name of the customer
The example file in the screenshot will integrate / create the following:
1) A customer named 'City of Tampere'
2) A customer named 'A Big Customer'
3) A customer named 'Loyal Customer'
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 an identical customer is found in the system the row will be skipped
If the data structure was correct, you can see the outcome in Silverbucket right after the upload. To make sure everything went smoothly head over to Customers > Listing or by simply search with the main search functionality for the desired customer.
customers_import.csv
14Bytes, Uploaded 7 months ago
customers_import_exampleRow.csv
38Bytes, Uploaded 7 months ago