Customers Export/Import

To export/import global customers in the Customers Export/Import page, follow one of these workflows:

  • download a sample template > fill out customer details > import the file.
  • export all customers in CPQ.
  • export all customers > change details and add new customers > import the file.

Sample Template

To download the import template, click Sample Template in the Customer Import page. The Excel file contains customer standard fields which you can fill out with new customers' details.
The same fields are mandatory when creating global customers in Customers/Customer Roles > Global Customers and when importing customers through Excel: Address (1), City, Country and Zip.

Export/Import Customers

The best practice for importing new customers in the system is to do it through the sample template. To update existing customer details, you need to export them from the system, change the data and then import them. The maximum number of customers that can be imported through one Excel template is 10000. An empty row in the template breaks the import and only the data processed before the empty row is imported.
The procedure below describes how to export all customers in the system, change their details, add new customer and import the updates in CPQ.

  1. In Step 1, click Export All Customers.
    The spinning wheel next to the tab title indicates that the system is building the list of attributes.
    When the process is completed, the button name changes to All Customers.
  2. Click the button to download the file.
  3. Populate the file with new data.
    The System Id column should remain empty for new customers. The first cell in the Index column should always have the value 1 and the number should increment by one in the subsequent cells.
  4. Select an identifier in Step 3.
    The system will treat the identifier when comparing customers in the system with those in the Excel template (e.g. if a customer code in the template matches a code in the system, the respective customer details are updated. Otherwise, a new customer is added.):
    • Customer Code
    • CRM Account ID
    • CRM Contact ID
    • CRM Account ID and CRM Contact ID
    • CPQ Customer ID
    • None
  5. In Step 5, click Choose File to browse for your file.
    Formats .xlsx and .xls are supported.
  6. Click Import.
    The file name may contain only letters, digits, dashes and underscores.
  7. After the system processes data, the number of valid and invalid records in the file and the following buttons are displayed:
    • Import Without Preview - starts the import and a message displays once the import is successfully completed.
    • Import With Preview - a grid with all the customers in the file displays. You can see the status of each record and select/unselect it for import. Click Save to import the valid customers.
    • Import With Preview of Invalid Records Only - invalid records, if any, display in this grid. The Status column shows the cause of the error. Selecting invalid records for import is disabled.
  8. Click Save to import the valid customers.

Users can follow these steps when importing customers through the Manage Customers page since the customer import/export journeys on the user side and the administrator side of CPQ are the same.
However, on the user side of CPQ, you can export/import only local customers (the Owner column displays the names of users who created the customers).

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