✅ Overview
As a courtesy, Kolleno offers a one-time bulk import of person assignments to update either:
External position assignments, or
Primary status for persons.
📄 Required CSV Format
Please submit to your account manager representative a UTF-8 encoded CSV file with clearly named columns. Avoid spaces or special characters in headers.
🔹 For Position External Assignments
Column | Description |
| Unique customer identifier (e.g., ERP ID, customer ref, or exact name) |
| Email of the person (must exactly match the one in Kolleno) |
| External position to assign (must exist in Kolleno) |
⚠️ Leave position_name empty to remove the existing assignment.
💡 Note: All position names must be pre-created in Kolleno.
🔹 For Primary Status Updates
It must be ONE file for all the contacts to mark as 'primary', and ONE different file for all the contact to un-mark as 'primary'.
Column | Description |
| Unique customer identifier (as above) |
| Email of the person (must match exactly) |
📁 Example Files
🔸 Position Assignment
customer_ref,email_address,position_name
CUST001,john.doe@example.com,Account Manager
CUST002,jane.smith@example.com,Finance Director
CUST003,bob.wilson@example.com,
CUST004,alice.brown@example.com,Operations Manager
🔸 Primary Status
customer_ref,email_address
CUST001,john.doe@example.com
CUST002,jane.smith@example.com
CUST003,bob.wilson@example.com
CUST004,alice.brown@example.com
📬 Sending the File
When submitting your file to Kolleno Support, please confirm:
The operation type (position or primary status)
The identifier field used (e.g.,
customer_refcorresponds to the public reference)The exact column names in your CSV
Submit the file at least 2 business days in advance of any deadlines
⚠️ Important Notes
Imports are manually handled—please limit requests.
While we aim for prompt turnaround (usually on the same day), we cannot guarantee timing.
File must be:
UTF-8 encoded
Comma-separated
Double-quoted for values with commas or special characters
🔍 What Happens During Import
Validation: All customer and person references are checked
Processing: Updates are applied in batches
Reporting: You'll receive a summary showing:
Rows processed count
Persons updated count
Unmatched entries (with customer/email)
🛠 Troubleshooting
Issue | Solution |
Person not found | Ensure |
Position not found | Ensure the position name exists in Kolleno (same casing). |
Encoding problems | Save the file as UTF-8 |
Special characters | Enclose values in double quotes if they contain commas or special chars |