Assigning Accounts to sales reps means that the sales reps will only be able to access those Accounts on Pepperi and conduct activities, and view reports for those Accounts only (Transactions as well as any other Activity Type).
The Accounts-Users file allows you to assign users to Accounts in bulk (without clearing the assignments you may have already entered in Pepperi Studio UI).
You can assign more than one rep to the same Account in this file.
If you select "Share" on the Settings of the Transaction or the Activity then all sales reps assigned to this Account will be able to view each other's activity.
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