Import Customers with Parent and Child relationships

BACECORP · ‎April 23, 2020

I am trying to import and excel file with a customer that has 1,000 locations and I want it to import the Parent Company and then all of the locations are under it for reporting purposes.

As an example (not acutal). CVS Corporate(Parent) and then CVS locations on the parent.

I am using Desktop Enterprise 2019.

Any help would be greatly appreciated.

Kristine Mae · ‎April 23, 2020

You can use the Advanced import feature, BACECORP.

This will help you import the parent and sub-items. It will be formatted with the parent separated from the sub-items by using a colon (:).

You can check this article on how to import or export MS Excel files for more information.

If you have additional questions, please feel free to click the Reply button below.

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Import Customers with Parent and Child relationships

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