Customer Management
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      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to upload customers with a spreadsheet.

      THE FOLLOWING INSTRUCTIONS PROVIDE SPECIFIC STEPS THAT AN AFFILIATE CAN TAKE TO UPLOAD GROUPS OF CUSTOMERS USING A SPREADSHEET

       
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      IMPORT CUSTOMERS MENU PATH

      ▪ Be sure to follow detailed instructions carefully
      ▪ Download the import template

       
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      CUSTOMER TEMPLATE

      ▪ Required and Optional Fields are Described at the Top (orange)
      ▪ Specific Requirements for each Column are also Listed (Purple)

       
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      DEFAULT VALUES TO USE IF BLANK IN UPLOAD

      ▪ Telephone Number
      ▪ Email Address

      Often values from the affiliate office are entered temporarily

       
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      ASSIGN PRODUCTS

      ▪ Assign the products (level of access) for this group of customers

       
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      ERROR HANDLING

      ▪ Extensive error correction guidance is provided, if necessary
      ▪ Correct any errors as indicated by the system prompts
      ▪ Click Import Customers

       
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      IMPORT STATUS

      ▪ Totals for this import are presented

       
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      SUMMARY OF IMPORTED CUSTOMERS:

      ▪ Review customers loaded through upload process