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How to import Customer Classification Categories — Cloud Customer Connect
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How to import Customer Classification Categories

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in Sales 2 comments

Summary:

Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of them instead of manually typing them all, which will require an huge effort.


How can we import Customer Classification Categories?


Steps:

  • go to Manage Classification Categories
  • create a new one or edit an existing
  • import several new Classification Codes

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