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5. Rename the column Attribute1 to CustomerGroup AccountGroup
6. Right-click on the label for the Attribute1 column, from the list, select Rename and Customize Columns option:
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Rename it to “CustomerGroupAccountGroup”.
Set the label to “Customer “Account Group” and set the type to “String”.
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8. Repeat the steps above for all the other columns in the CSV file using the following assignments:
Attribute 2 = Customer TypeIndustry
Attribute 3 = Customer ClassCity
Attribute 4 = RegionClassification
Attribute 5 = Country
Attribute 6 = Customer type
Attribute 7 = Parent
Attribute 8 = State
Attribute 9 = Top Level Hiearchy
Attribute 10 = Zip
Attribute 11 = Customer segment
Attribute 12 = Region
Attribute 13 = Customer Currency
Attribute 14 = Parent name
Attribute 15 = Top Level Name
Attribute 16 = Sales person
| Info |
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NOTE. If at some point we will have exhausted all of the viewable custom columns in our table. In order to make more columns visible, click on the drop-down menu of any column and choose Select Fields to Display option. |
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9. Complete the definition of our remaining columns so the Customer master closely matches the columns in the CSV file. Thus, create the following attributes and associate them with our Attributes:
Attribute6 = Segmentation
Attribute7 = Service
Attribute8 = Customer Currency
Attribute9 = Industry
Attribute10 = Global Customer
Attribute11 = Location
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10. Now, we will need to save the preference settings for our Customer Master table.
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