Creating Users Through File Import: Associate Stores

When creating users through file import, there are two user types you can associate with specific stores: Store Managers and Clienteling Users.

1. Navigate to Admin > CRMS Users.
2. Select Add > Users via file import.
   The Import Users page is displayed.
3. Click View Sample File.
   This opens a CRMSUsersSample.csv file. Use this file as a template for your user import files.
4. In the CRMSUsersSample.csv file template, the fifth column defines the user type. Enter StoreManager or Clienteling User in this column.
5. In the CRMSUsersSample.csv file template, the seventh column defines the stores associated with the Store Manager or Clienteling User. Enter the RetailerStoreID in this column.
   Note: Use the pipe character (|) between store IDs when associating more than one store to a Store Manager or Clienteling User.
6. Save your updated CRMSUsersSample.csv file.
7. Return to the Import Users page, and click Browse to find the file from step-6.
8. Click Upload (there is an “upload successful” or “upload failed” message).
9. In the list of CRMS Users, find one of the Store Managers or Clienteling Users you imported and click Edit.
   The stores you associated with the Store Manager or Clienteling User in the seventh column of the imported file are displayed.