Adding Stax Bill Customers

Creating Customers

1. On the Jobs page, click View Import Jobs.
2. On the Import page, click Create Import.
3. On the Bulk Import window, select the Import Type Customer; select the Import Action Create and click Next.
4. On the Choose an Import File window, select the options included with the customer and then click Export starting data file. This file will contain the structure required to import the bulk action. Note: If you use customer hierarchy, you must first only add the parent customers. If you have already created and activated the parent customers and are now adding the child customers, you must select from the starting file Include Customer Hierarchy. 
5. Edit the starting file with the values to be updated and save the file. Note: If you are adding child customers, under the parent column, enter the parent customer's ID.
6. Click Choose File to upload the edited starting data file and click Upload File.
7. The file will be validated for structure. Click Record Validation.
8. The Record Validation window will display the number of records processed, and any errors encountered. Click Import Validated Records.
9. The Import Complete window will display processed records and any errors. 
10. Click Download results to obtain the data saved. In the following steps, this can be used to add the Stax Bill IDs for the subscriptions.
11. Click Close.