As a courtesy, the Kolleno team can assist with a one-time bulk assignment of customers to account owners.
Required Format
To proceed, you must provide a CSV file with two columns, with no spaces or special characters in the column names:
1. customer_id
A unique identifier for the customer. This can be:
ERP internal ID
Customer reference
Customer name (must match exactly as it appears in the ERP, including upper/lower casing)
2. email_address
The email address of the user in Kolleno that should be assigned to the customer.
⚠️ The user must already exist in Kolleno.
Sending the File
When sending the CSV to Kolleno Customer Support, please:
Confirm which field is the unique identifier (example: customer reference)
Ensure all users listed already exist in Kolleno
Provide the file with plenty of time in advance
Important Notes
This import is done manually by the Kolleno team. Please limit the number of requests.
Kolleno will aim to process the file as soon as possible, but no timing guarantees can be made.
Ensure the CSV file is UTF-8 encoded, uses commas as separators, and encloses values in double quotes (especially if values contain commas or special characters).
