Assignment: Populate Zoey Accounts Import Template

1. Ensure your customer data has been reviewed and is accurate/consistent

  • Make sure all address columns have data: City, Region, Country Code

  • Check that all addresses have a type: billing, shipping

  • Ensure all Accounts have an Account Owner email address

2. Submit Customer Data for Review.

Once you believe your data is complete, share the google sheet (or excel file) with your Implementation Specialists:


Extra Credit

If you feel like you're getting the hang of things, try importing your Accounts by using the Importer. Compile a list of questions or issues you came across for your next meeting with your Implementation Specialists.

What’s Next