Importing Customers

To import your customers to Reseller Marketplace from ConnectWise using the customer import wizard, complete the following steps:

1. In your UX1 for Resellers, click Integrations.
2. On the ConnectWise tile, click Manage to enter your dashboard.

3. On the dashboard, click the gear icon and select Mapping.

   

4. In the Customers tab of the Mapping screen, click Import Customers.

   Note: Select Show only unmapped to filter out only unmapped customers.

   
   

5. In the customer import wizard, you can import customers individually (see Step 8), or in bulk by clicking Import All.

   Note: Bulk customer import is performed only for those customers whose profiles are filled out completely. Otherwise, you need to import customers individually.

6. To import customers individually, click Import, then fill out all required profile details and click Import again.

During the importing operation, your customers are mapped automatically.