Add customer template
This template enables you to add customers in bulk.
Using the Customer v2 add template on Connect+ you can add customers to the organization in bulk.
To configure the template, perform the following:
- In the Connect-to-source Block, enter the source server details where the source
data is present and the location for saving the processed file. See Connect to source. - In the Decrypt data block, if the files are encrypted, enter the details to decrypt the data. See Decrypt data.
- In the Transform Data block, map the API fields with the source file. For information on how to map the fields, see Transform data.
Note
- Select the Customer Creation Date Format checkbox to include the date of customer creation . You can select the date format of your choice from the Customer Create Date Format dropdown.
- You can add card details of a customer such as card status, card number and card series ID in the Identifers tab and custom name for the card can be assigned from the extendedFields tab.
- In the Connect-to-destination block, enter the API endpoint details. See Connect to destination.
For this template, the API used is /v2/bulk/addCustomers. - In the Trigger section block, enter the details to schedule the trigger. See Trigger.
Updated 9 months ago