Improved Functionality – Import/Export Customer Accounts

When importing and updating customer accounts in ‘bulk’, we now have the ability to import a billing address along with the residential address for each customer.

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This applies to both the import new and update existing account functions.

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Within the csv file you will notice 5 additional columns for billing address.

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Agent Permissions – Access to Import/Export Account functions

We now have the ability to restrict an Agent from accessing the Import/Export functions within the Accounts screen. This permission can be enabled/disabled from the agent account within the settings menu.

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When enabled, the agent will be able to view and access this feature within the Accounts screen.

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When disabled, the agent will not be able to see or access the Import/Export function.

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Note: For those agents who already have access to the import/export of customer accounts, this permission will be enabled by default.