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adminhelp:usersadministration:companies [2018/06/26 07:16]
atadic [Companies]
adminhelp:usersadministration:companies [2018/08/17 03:27] (current)
atadic [Companies]
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 Companies can be filtered by specific and advanced criteria. To quickly filter companies, enter one of the following search queries in the search box: Companies can be filtered by specific and advanced criteria. To quickly filter companies, enter one of the following search queries in the search box:
   * name   * name
 +  * company code
   * address(1)   * address(1)
   * city   * city
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 Values in all columns can be sorted in ascending/descending order by clicking the column headings.\\ Values in all columns can be sorted in ascending/descending order by clicking the column headings.\\
 Clicking {{:adminhelp:usersadministration:gearicon.png?17}} opens a pop-up where you can select the columns that will be displayed on the **Companies** page. Alternatively, clicking the check mark in the upper-right corner of the **Display Settings** pop-up selects all columns.\\ Clicking {{:adminhelp:usersadministration:gearicon.png?17}} opens a pop-up where you can select the columns that will be displayed on the **Companies** page. Alternatively, clicking the check mark in the upper-right corner of the **Display Settings** pop-up selects all columns.\\
 +**Note**: The additional columns will display in the grid only the first time they are added.\\ 
 {{:adminhelp:usersadministration:companies_displaysettings.png?300}}\\ {{:adminhelp:usersadministration:companies_displaysettings.png?300}}\\
 Editing company information is done by clicking the **Edit** button next to the corresponding company name. In addition, copying or deleting a company is done by clicking {{:adminhelp:usersadministration:copy-delete.png?17}} and selecting the appropriate action.\\ Editing company information is done by clicking the **Edit** button next to the corresponding company name. In addition, copying or deleting a company is done by clicking {{:adminhelp:usersadministration:copy-delete.png?17}} and selecting the appropriate action.\\
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 Additionally, each of the selected permission groups can be removed from the list. To remove a permission group, click {{:adminhelp:usersadministration:removeicon.png?17}} next to it. Alternatively, to remove all selected permission groups, click **Clear All**.\\ Additionally, each of the selected permission groups can be removed from the list. To remove a permission group, click {{:adminhelp:usersadministration:removeicon.png?17}} next to it. Alternatively, to remove all selected permission groups, click **Clear All**.\\
 Once permission groups are selected, click **Save**. Alternatively, if you want to save your changes and go back to the **Companies** page, click **Save and Go back**.  Once permission groups are selected, click **Save**. Alternatively, if you want to save your changes and go back to the **Companies** page, click **Save and Go back**. 
-===== Export/Import Companies ===== +====== Companies Export/Import ====== 
- +In organizations that support multiple companies within a single CPQ environment, administrators can easily export/import multiple companies at onceIn the **Companies Export/Import** page you can export/import companies following one of these workflows: 
-For organizations that support multiple companies within a single CPQ environment, CPQ allows the administrator to export or import information about the companies and their hierarchies from external systems\\ +  export all companies in CPQ 
- +  download a template fill out company details import the file 
-To export or import companies, go to **Setup**> **Import/Export** > **Companies Export/Import**. +  export all companies > change details and add new companies > import the file 
-\\ +===== Import Template ===== 
-==== Export Companies ==== +The sample template lets you easily upload multiple new companies in CPQ. To download the import template, click **DownloadTemplate** in the **Companies Export/Import** pageThe Excel file contains two sheets: 
-To export companies, click the **Export** buttonAll companies are exported within one Excel file, along with permission groups that are related to the particular companyYou can use this Excel file to update the existing company data by entering the desired information and then importing the file back to CPQIn additionthis is a convenient way to bulk delete a set of companies. You only need to delete rows from the Excel file and import it back to CPQ+  * **Companies** - enter details of the companies that you wish to import in this sheet. 
-==== Import Companies ==== +  * **Important info** - displays which fields are required and what are the restrictions for some fieldsRequired fields are **Company Name****Country**, **Company code** and **System Id**. Do not edit this sheet
-If you need a template to import companies, click **DownloadTemplate**. +===== Update Existing and Add New Companies ===== 
-When you download and update the Excel file, click {{:adminhelp:usersadministration:import.png?17}} to import itOnce the file is selected, click **Apply Template**. When importing company information, companies whose CPQ system ID matches the system ID in the Excel file will be updated. +The best practice for importing new companies in the system is to do it through the import template. To update existing company details, you need to export them from the system, change the data and then import them again.\\ 
-\\ +The procedure below describes how to export all companies in the systemchange their details, add new companies and import the updates in CPQ. 
-If imported companies do not have a CPQ system ID, a new company is created along with a new system ID. +  - Click **Export**. \\ A file is downloaded to your computer
-\\ +  - Populate the file with new data. \\ Please note that **Company Name**, **Country**, **State**, **Company code** and **System Id** are required fields. Do not populate the **MEMBER_ID** column as these values are automatically generated by the system. Additionally, you should not change the member id of the existing companies. 
-Once the import is completeda log file will be available for downloadThis log file shows the total number of imported companiesAll records that were not imported will be documented in the log file. +  - In **Import**, click {{:adminhelp:customersadministration:cpq_ch_browse_attributes_translations_icon.png?15}}. 
- +  - Select the file for import. 
- +  - Click **Apply Template**. \\ A message informs you that the companies are imported successfully. \\ In case of an unsuccessfully import, an error message pops up. 
 +  - Click **Download report** and open the file. \\ Invalid records are marked in red and errors are described in the **Error Message** column.
  
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