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2. The Customer master table exists out of the box, but the column names are not matching the names in the CustomerMaster Customer Master CSV file. When you hover over the column label, a tooltip will display the name of the column in the back-end database.
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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 (String)
Attribute 3 = Customer ClassCity (String)
Attribute 4 = RegionClassification (String)
Attribute 5 = Country (String)
Attribute 6 = Customer type (String)
Attribute 7 = Parent (String)
Attribute 8 = State (String)
Attribute 9 = Top Level Hierarchy (String)
Attribute 10 = Zip (String)
Attribute 11 = Customer segment (String)
Attribute 12 = Region (String)
Attribute 13 = Customer Currency (String)
Attribute 14 = Parent name (String)
Attribute 15 = Top Level Name (String)
Attribute 16 = Sales person (String)
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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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