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Loading customers into Fusion

edited Jan 30, 2019 4:31PM in Receivables & Collections 1 comment

Summary

Loading complex customers

Content

Hi,

I have a question regarding the customer upload. Currently we have to use 3 different upload sheets to create our customers in Fusion. The standard Customer FBDI import to create the basis of the customer, the Customer Data Management – Data Import, for uploading certain fields which are not available in the FBDI import spreadsheet and the Tax sheet to upload the tax profile for the customers. Just using the Customer data management import is not an option since certain fields for the customer are only in the FDBI spreadsheet available.

As you can understand this is quite a complex process which costs a lot of time. Does anyone know if their is an easier way to upload complex customers? Or to have it more automated in some way?

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