Customer Portal User Import Format

A

1

User Name

150

Character

Yes

Enter a portal user name for the customer portal user.

You can enter a user name for which a portal user was not previously created. If you do this, you must enter a password for the Password field (position 2) and an email address for the Email Address field (position 13).

B

2

Password

54

Character

Yes, only if the user name entered for the User Name field (position 1) is not a valid portal user name

Enter the user’s password if you are creating a new portal user (in addition to a new customer portal user).

C

3

Disable Login

3

Yes/No

No

Enter Yes if you want to prevent the customer portal user from logging in. If this field is blank, it defaults to No.

D

4

Site ID

12

Character

Yes

Enter a valid customer portal site ID for the customer portal user.

E

5

Customer Code

12

Yes/No

Yes

Enter a valid customer code for the customer portal user.

F

6

Sales Representative ID

12

Character

No

Enter a valid sales representative ID for the customer portal user.

G

7

Contact Name

30

Character

No

Enter a valid contact name for the customer portal user.

H

8

Inventory Availability Display

8

Character

No

Enter one of the following:

• No Check - There is no indication of whether products are available.

• None - Product quantity availability information defaults based on the Inventory Availability Display setting for the site in Customer Portal Site Maintenance.

• Qty - The user will see the actual number of units available for products.

• Yes/No - Product quantity availability fields display Yes or No to suggest products are available or unavailable; there is no indication of the number of units available.

I

9

Customer Authority

8

Character

No

Enter one of the following:

• Approve - The user can place products in a customer portal shopping cart, and can proceed to checkout to place their order as well as other shopping carts waiting for approval.

• None - The user cannot place products in a customer portal shopping cart.

• Shoponly - The user can place products in a customer portal shopping cart, but cannot proceed to checkout to place their order (they can save their shopping cart for another user’s approval).

J

10

Can Buy Through Portal

3

Yes/No

No

Enter Yes if the user can buy products in the customer portal. If this field is blank, it defaults to No.

K

11

Website Administrator

3

Yes/No

No

Enter Yes if the user is a Website administrator in the customer portal site. If this field is blank, it defaults to No.

L

12

Type

3

Character

No

Enter one of the following:

• B2B - The user is a business.

• B2C - The user is a consumer.

M

13

Email Address

60

Character

Yes, only if the user name entered for the User Name field (position 1) is not a valid portal user name

Enter the user’s email address if you are creating a new portal user (in addition to a new customer portal user).

N

14

Hide Shipping Method

3

Yes/No

No

Enter Yes to prevent the user from being able to select a shipping method on the customer portal site. If this field is blank, it defaults to No. If you enter Yes, you can enter a default shipper for the user for the Default Shipper ID field (position 15).

O

15

Default Shipper ID

12

Character

No

Enter a valid default shipper ID for the user. This field is only used if you enter Yes for the Hide Shipping Method field (position 14).