Uploading your customer data into AMP allows your sales team to assign customers to sales reps and grant them access to AMP Shop. This process also enables you to set pricing and manage customer access directly.

Important: The customer table needs to be in CSV format for a successful upload. If you already have a customer table uploaded to AMP, you can easily update it.

Steps to Upload a Customer Table to AMP:

  1. Prepare Your Customer Data:

    • Compile your customer list in an Excel spreadsheet or export it from your backend system.
    • Ensure the file does not contain empty rows or columns.
    • Save the file as a CSV file.

  2. Navigate to the AMP CMS:

    • Go to the Users/Locations tab in the AMP CMS.
    • Click on Customers.



  3. Upload the Customer Table:

    • Click Import Customers


    • Click Choose File and select the CSV file from your computer.
    • Click Open to attach the file.

  4. Upload the File:

    • Click Upload Updated File to begin the upload process.

  5. Review and Tag the Columns:

    • The next screen will allow you to review the data being uploaded.
    • Tag the columns appropriately to ensure the correct data is mapped (e.g., Customer ID, Name, Address, etc.).

  6. Finalize the Upload:

    • After tagging the columns, click Accept the Upload to complete the process.

Pro Tip:

Make sure your customer table includes a Customer ID column. Each customer must have a unique entry in this column as it serves as the unique identifier for the customer in AMP.