As a courtesy, the Kolleno team can assist with a one-time bulk update to mark persons as primary for their customers, or to remove their primary status.
Two separate CSV files are required — one for setting primary to Yes and one for setting primary to No.
Required Format
Each CSV must follow the format below, with no spaces or special characters in the column names:
customer_ref | email_address |
CUST001 | |
CUST002 | |
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.
File Preparation
File 1 – Primary = Yes
Contains only the persons to be marked as primary.File 2 – Primary = No
Contains only the persons whose primary status should be removed.
Sending the Files
When sending the CSV files to Kolleno Customer Support, please:
Confirm which field is the unique customer identifier (e.g., customer reference).
Name the files clearly (e.g.,
primary_yes.csvandprimary_no.csv).Provide the files well 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 files as soon as possible, but no timing guarantees can be made.
Ensure CSV files are UTF-8 encoded, use commas for column separation, and enclose values containing commas or special characters in double quotes.
