As a courtesy, the Kolleno team can assist with a one-time bulk update to assign positions to persons in your account.
Required Format
To proceed, you must provide a CSV file in the following format, with no spaces or special characters in the column names:
customer_ref | email_address | position_name |
CUST001 | Primary CC | |
CUST002 | Secondary CC | |
CUST003 |
|
Column Details:
customer_ref– Unique customer identifier. This can be:ERP internal ID
Customer reference
Customer name (must match exactly as in the ERP, including upper/lower case)
email_address– The person’s email address.position_name– The position to assign (exactly as it appears in Kolleno).Leave empty to remove the current position (set to
None).
Sending the File
When sending the CSV to Kolleno Customer Support, please:
Confirm which field is the unique customer identifier (e.g., customer reference).
Ensure the file is provided well in advance.
Make sure position names already exist in Kolleno before assigning them.
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 for column separation, and encloses values containing commas or special characters in double quotes.
