The Accounts-Users file allows you to assign users to Accounts in bulk without clearing the settings already in Pepperi.
Create a CSV file with 3 columns:
UserExternalID - the ID number of the Sales Rep (listed in his User information in Pepperi)
AccountExternalID - the ID number of the Account
Hidden - a value of either 0 or 1 (default is 0)
Hidden = 0 means that the sales rep will be assigned to the Account
Hidden = 1 means that the sales rep will be unassigned from the Account
There is a sample file attached below.
Upload the file via Settings -> ERP Configuration -> Upload and Logs
Select: API Accounts Users
For FTP upload, the file names should be as follows, where xxxx stands for your Distributor ID number (How to find my Distributor ID number):
API_Accounts-Users_Distributor_xxxx.csv - only the changes uploaded will be committed.
API_Accounts-Users_OVERWRITE-Distributor_xxxx.csv - any user assignments not present in the file will be unassigned (meaning they will be hidden = 1)
For a detailed explanation of Overwrite and Selective Overwrite files see: Uploading Overwrite and Selective overwrite data files