Overview

The Customer Bulk Uploader allows facilities to quickly create and update Customers in bulk—without manual data entry or error-prone spreadsheet building. This tool replaces the legacy Customer uploader and now supports both new Customer creation and updates to existing Customers using a system-generated Customer UUID.

The uploader also respects Marketplace restrictions: some Customers tied to Marketplace Retailers have fields that cannot be edited and must be managed by the Retailer directly.

When to Use the Customer Bulk Uploader

Use this tool when you need to:

• Import a large list of new Customers

• Update existing Customer details (e.g., contact information, license numbers, sales rep assignments)

• Standardize Customer data during onboarding or system cleanup

• Download a pre-formatted list of all Customers to review or edit

Key Features

Bulk Creates & Updates

• Add new rows to create new Customers.

• Add or modify rows with UUIDs to update existing Customers.

• Invalid or mismatched UUIDs surface clear validation errors.

Pre-Populated Flatfile

• Use the Populate button to download a spreadsheet containing:

  • All current Customers

  • Their existing data

  • Their system-generated UUIDs

• This ensures the correct format and identifiers are used for updates.

Marketplace Customer Protections

• Customers managed by a Retailer on Canix Marketplace include fields that cannot be edited.

• Attempting to update restricted fields will return the error:
  “Customer is managed by the Retailer on Canix Marketplace; updates must be made by the Retailer.”

New Customer UUIDs

• Every Customer now has a unique UUID.

• The UUID is required to update existing Customers.

• Leave the UUID blank to create a new Customer.

Integrated Permissions

• A new Customers permission appears under Facility Data Uploader permissions.

• Users with Edit access can view and use the Customer Bulk Uploader.

• Users with No Access will not see the Customers option and may not access the Data Uploaders page if they lack all uploader permissions.

How to Use the Customer Bulk Uploader

1. Navigate to the Facility Data Uploaders

1. Go to Admin → Facility Data Uploaders.

2. Select Customers from the uploader dropdown.
   (This option only appears if you have the required permission.)

2. Download a Pre-Populated Template (Recommended)

Using the Populate button helps avoid formatting issues and ensures that UUIDs are included.

1. Click Populate.

2. The uploader will generate a list of all current Customers in your facility.

3. Go to Actions → Download to export the spreadsheet.

You now have a complete, ready-to-edit Customer file.

3. Edit Your Customer File

You may:

• Update existing Customers by changing fields in rows that contain a UUID.

• Create new Customers by adding new rows.

  • Leave the UUID column blank for new entries.

Editable Fields

Field Requirements & Validation

• Facility Type must match one of the predefined values.

• Sales Representative must be an active Canix user in the facility.

• Sales Price List must be an active price list.

• Marketplace Customers may contain restricted, non-editable fields.

If any validation fails, the uploader will display detailed error messages so you can correct the file and re-upload.

4. Upload Your File

1. Return to the Customer Bulk Uploader.

2. Select or drag your edited file into the upload box.

3. Review any validation errors or confirmations.

4. Submit the upload once all rows pass validation.

Error Messages You May Encounter

Invalid UUID

Occurs when:

• The UUID does not match an existing Customer

Fix: Check your file or re-download the current Customers file.

Restricted Marketplace Customer Fields

If attempting to update restricted fields:

“Customer is managed by the Retailer on Canix Marketplace, updates must be made by the Retailer.”

Fix: Remove updates to restricted fields; contact the Retailer if their data needs to change.

Invalid Field Selection

Examples:

• Sales Representative not active

• Sales Price List not active

• Facility Type not in approved list

Fix: Update the field to a valid value.

Permissions Overview

Facility Data Uploader → Customers