- Fill in the attached worksheet
- Save as a .txt (tab delimited) file
- Go to the customer detail packet and pick the customer you are adding the store to
- Drag and drop into new box labled “upload stores”
- If a field is left blank in the import file, but that field already has a record in Hera, the record in Hera will NOT be erased
- If a line in the file does not produce any changes on a store record, that store will not be present in the "updated" result list
- Mass uploads must be completed from the CDP page after a new customer has been created and saved
- We're doing a lot more formatting/validations than the old Hera system did, so as a result saving new stores is a bit slower. We recommend grouping stores into files of 500-1000 records each to prevent network blips from interrupting the process, particularly with new stores.
If this ends up being the only way people can add stores, we may need to send out an all staff SOP.