Sales Rep Assignments Import

Import Sales Reps to your Customers or Accounts using the below columns.

Use the full Email address for the sales rep. If multiple sales reps, you may comma-separate.


NOTE: Sales Reps must be added to your Team > User List before they can be assigned to Customers and/or Accounts:

Customer CSV Import Column Header: sales_rep_emails

Sample file below:

Account CSV Import Column Header: account_sales_rep_emails

Sample File Below

22[email protected],[email protected]

Remove Sales Reps Assignments via CSV

To remove sales reps from Accounts, leave the accounts_sales_rep_emails field blank. Import using the "Replace" import behavior.