How to Add Distributor's Customer Numbers to OneSource - Bulk

Add one or more Customer Numbers to Distributors in OneSource to unlock access to your PromoStandards Order Services!

To import Distributor Customer Numbers to OneSource, you'll start by exporting a CSV file of all the Distributors, then you'll add the customer numbers to the spreadsheet (using a pipe "|" to separate multiple customer numbers), before importing it back into OneSource.

1. While logged into OneSource, select Data Consumers in the navigation menu
   
   
2. Choose Distributors in the dropdown
   
   
   
3. On the Data Consumers page, click Export (shown n the Distributor table)
   
   
   
4. Choose Download as CSV
   
   This export will include Distributors and their customer numbers (if available)
   
   
5. When the CSV file downloads open the file
   
   
6. In the Distributors file, find the Distributor under the Company Name
   
   If the Distributor doesn't exist in the file, you can add them in an empty row to be added as a Relationship Consumer Type in OneSource once imported
   
   
7. Next to the Distributor's company name, in the Customer # column, add the Distributor's customer number(s) used to identify them within your company
   
   
   (Use a pipe to separate multiple customer numbers as shown below)
   
   
   
8. Repeat steps 6 & 7 as needed
   
   
9. Save your changes
   
   
10. When you're done adding customer numbers, go back to the Data Consumers page inside OneSource
    
    
11. Click Import in the table
    
    
    
12. Click Select file
    
    
    
13. Choose & Open the CSV file that includes your added customer numbers
    
    
14. The file will upload and import automatically
    
    
15. When the import successfully completes, close the Import Data Consumers dialog box
    
    
    
16. The distributors you've added a customer number to will show as "Available" under the Order Services Access column
    
    
    

You've now added Distributors' Customer Numbers in bulk!