Upload Item Customer Mapping

An Item Customer Mapping maps an item to a customer so that whenever a sales order is created with that particular customer and item, the mapped rate and discount are retrieved. This can be useful when certain customers are offered special rates for specific items.

You can use the Upload Item Customer Mapping module to batch import the item customer mapping using the steps mentioned below:

• Download the latest CSV template from the “Batch Upload Item Customer Mapping” module.

• Copy the mapping information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template file

• Go to "Batch Upload Item Customer Mapping" module using the Search Menu.

• Click on “Download Template“.

Copying the information into the CSV template

Once you’ve downloaded the template file, you can add/copy your data into the CSV. Mandatory fields are marked with a double asterisk (**) prefix.

• The file must be a CSV (Comma-separated values) file. The name of your file must end with CSV.

• Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.

• All date fields will accept the MM-DD-YYYY format.

• Be mindful of any leading zeros in your data; some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

• Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.

If you’re importing more than 5,000 records, we recommend you split up the file.

Column Name	Data Type	Description
**CustomerName	Text	Enter the Customer you want to map the Item to.
**ItemNumber	Text	Enter the Item number of the Item you want to map.
**CustomerItemNumber	Text	Enter the item number assigned by the customer.
CustomerItemDescription	Text	Enter the description of the item.
ImportError	Text	If there are any errors from an upload, they will be listed in this column.

Uploading the template

Once you have entered data into the CSV file, you can follow the steps below to upload it into Xoro:

• Click Browse to select the saved CSV Template file.

• After the file has been selected, click Upload to start importing.

• While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

• After the import has been completed, the result will be displayed with the message for success or error (if any).

• Item Customer Mapping will only get uploaded into the system if there are no errors in the file.

• If there are errors in the file, you can download the error file, fix the errors in the Original File, and upload it back into Xoro.

If you want to batch update the existing data, you can download the existing Inventory by clicking Download Master Inventory File(Aggregate), update the necessary values in the CSV file and upload it back into Xoro.