For the Consolidated, Coexistence, and Centralized configurations, three sample data Excel files are available for each of the three customer entity types to be imported via the match and merge import configuration (i.e., Individuals, Organizations, and Contact Persons).
The names of these sample data files are:
- SampleIndividuals.xlsx
- SampleOrganizationCustomers.xlsx
- SampleSuppliers.xlsx
- SampleContacts.xlsx
Note: Users should import SampleOrganizations.xlsx before importing SampleContacts.xlsx.
Sample data files must be imported with the Match and Merge Importer via the Asset Importer Widgets available within the Web UI.