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Managing Salesforce Customers

Corey Syrnyk
  • Updated

You can perform a bulk Salesforce customer edit on up to 5000 customers. This can be helpful in certain situations. 

The bulk editing process involves downloading a CSV file containing your existing customer data, editing the CSV file in Excel or another spreadsheet application, saving your changes, and importing the altered file back into Stax Bill.

Before beginning the process, it is important to note the following:

  • A maximum of 5000 customers can be edited per batch

To perform a bulk Salesforce edit:

  1. In Stax Bill, navigate to Jobs >Imports and click Create Import.

    editingcust1.png

    The Bulk Imports pop-up appears.

  2. Under Import Type, select Customer; under Import Action, select Manage Salesforce.

    bulk_sales.png

  3. Click Next.

  4. Click Export starting data file.
  5. When the export is completed, click Download to download the CSV file to your default Downloads folder. It is safe to close the pop-up.
  6. Extract the CSV file and open it in Excel or another spreadsheet application.
  7. Make your changes to the file and save it.
  8. In Stax Bill, repeat steps 1 and 2 to re-open the Bulk Imports pop-up on the Customers page.

  9. Click Choose File, then navigate to and select the CSV file you edited. Click Open.

    editcust6.png

  1. Click Upload file. On the next screen, click Start Record Validation.

    The data is validated for the proper structure. Field-by-field validation also occurs to identify any data errors, such as invalid field lengths for data types.

  2. When record validation is complete, click Import Validated Records.

  3. Check the settings for at least one of the affected customers to ensure that your changes are reflected in Stax Bill.

 

Variable Description
Fusebill ID / Stax Bill ID ID of Customer
Reference If you have another ID associated with the customer.
CompanyName Name of Company
PrimaryEmail Email
SalesforceID The salesforce ID of the customer
TargetSalesforceID If you want to change the ID, enter the Salesforce ID to be associated with the customer. Use "clear" to unlink the customer from Salesforce.
SalesforceSyncStatus Current sync status
TargetSalesforceSyncStatus Enter Enabled/ Disabled to set.

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