There are a few mandatory steps to successfully import a customer from Exact into Vendisto. After this, the customer can activate their account.
The basic requirements are:
- The relation must be of the type Customer.
- The customer must be Active.
- The customer must have an email address in the standard Company Information.
Example - The customer must have at least one complete address (street name, house number, postal code, and city).
Example - If agreed upon: The customer must be added to a specific Relation Classification.
Example
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