Step 4-Configure Customer Master Table (How To-Load Customer)
- Mike Deskis
Configure the Customer Master Table
Our goal is to use PlatformManager to upload our CSV data into the Customer Master Table. First, you’ll need to configure the columns in the Master Table to match columns in the Customer Master CSV file.
Click on Master Data | Customers
2. The Customer master table exists out of the box, but the column names are not matching the names in the 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.
3. From this table layout, we can see that we have a standard set of defined columns; isParent?, Customer ID, Customer Name, and Last Update. These do not need to be renamed.
4. Additionally, we have some customizable columns that are labeled as Attribute1, Attribute2, etc. These are the user-defined columns and we will rename them to match the incoming columns on our CSV file.
If these attribute columns are not visible, then we need to adjust our preference view via these steps:
In the upper-right corner, click on the Preference icon:
Choose Select Fields to Display option, the following will appear:
Select Attribute1 thru Attribute12:
Click Apply button.
5. Rename the column Attribute1 to AccountGroup
6. Right-click on the label for the Attribute1 column, from the list, select Rename and Customize Columns option:
Rename it to “AccountGroup”.
Set the label to “Account Group” and set the type to “String”.
Click on Confirm Changes
8. Repeat the steps above for all the other columns in the CSV file using the following assignments:
Attribute 2 = Industry (String)
Attribute 3 = City (String)
Attribute 4 = Classification (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)
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.
NOTE: Aside from the prebuilt columns, there’s a maximum of 30 columns that can be added to the Customer master table (attribute1 to attribute30)
9. Complete the definition of our remaining columns so the Customer master closely matches the columns in the CSV file.
10. Now, we will need to save the preference settings for our Customer Master table.
11. Click on Preferences Manager icon (bottom, right) to create a preference. This will save the layout changes you made to the Customer view (column position, etc).
12. From the Preferences dialog box, click on the Save as New Preference option.
13. Type the Preference name of Customer_default and check the option of Set as default preference for me
Click Apply button.