Add customers

Before you can add certificates and exemptions and associate them with customers, you need to add customers to CertManager.

You can add customers individually or upload them in bulk.

Add a single customer

1. Go to Settings > Customers, then click Add.
   
   
   
   
2. Fill in the fields in the Primary customer information section.
   
   

   Field	Required or optional	Limits and requirements	Description
   Customer Name	Required	Character limit: 40 Valid characters: A - Z a - z 0 - 9 Space Symbols . - @ _ / # ; , ( ) & ' * [ ]	The name of the customer
   Customer Number	Required	Character limit: 40 Valid characters: A - Z a - z 0 - 9 Symbols . - @ _ / :	The unique customer number
   Contact Name	Optional	Character limit: 255	The designated contact for the customer
   Contact Email(s)	If you're going to send email notifications to this contact: Required If you don't want to send emails to this contact: Optional	Character limit: 255 Must be a valid email address	The email address associated with the contact. This can be a comma-separated list of email addresses.
   Phone Number	Optional	Character limit: 255	The phone number associated with the contact
   Fax Number	Optional	Character limit: 255	The fax number associated with the contact
   Notes	Optional

3. In the Customer representative information section, enter the name and email address of the representative assigned to this customer if applicable. This person will be referenced as a contact in emails sent to this customer.
4. In the Relationships section, select if the customer is a parent or a child.
   • Select Parent (or no relationship) if the customer is a parent of a child customer or if the customer is not related to other customers.
     
     
     
     
   • Select Child if the customer is a child of a parent customer, then search for the parent customer and click on them to assign the child to that customer.
     
     
     
     
5. If necessary, set your email preferences for the customer.
   • If the customer is a parent and you want to direct all email notifications from child customer to the parent account's email address, select Send all emails for the children of [Customer] to its email address instead, then click Use on the pop-up. If you select this option, for each email campaign that includes both the parent and child customers, the parent will receive a single email with information about the parent and all child customers. The child customers will not receive an email.
     
     
     
     
     
     
   • If the customer is a child and you want the parent customer to receive the child's emails, select Send all emails to [Parent Customer] instead. If you select this option, any emails that the child would receive will instead be sent to the parent customer's email address. The child customer will not receive an email.
     
     
     
     
6. In the Location section, you can enter the customer's address information. You can add multiple locations for the customer by clicking Add Location.
7. When you're done filling in the customer information, click Save to add the customer.
   
   
   
   

Upload customers in bulk

Using the CertManager template

1. Go to Settings > Customers, then click Upload.
   
   
   
   
2. Select Adding new customers, then click Next.
   
   
   
   
3. Click Download template, then open the template file (customer-template.xlsx).
   
   
   
   
4. Follow the template instructions to fill in your customer information and save your changes.
   

   You can include the parent and children in the same file upload or you can upload the children separately. If you upload the children separately, the parent needs to already exist in CertManager. A parent is not automatically created if you provide the parent information in the child row.

   If you have multiple locations for a customer, add one row for each location. The state for the location is the two-letter state code.

5. Return to CertManager and drag the edited template into the Upload XLSX file box or click Browse and select the file, then click Upload.
   
   
   
   
6. Click the Refresh Customer Table button to see the customers you added.

Using a custom file

Before you can upload customers with a custom file, you'll need to create a custom mapping.

1. Go to Settings > Customers, then click Upload.
2. Select Adding new customers, then click Next.
3. Click Custom map your file.
   
   
   
   
4. Select a custom mapping from the dropdown menu.
5. Drag your custom file into the Upload new file box or click Browse and select the file, then click Upload.

Checking the upload

If you go to the Customers screen after a bulk upload, the status of some customers might say Not in GTD. If you uploaded a larger number of customers, they may still be in the queue waiting to be processed and sent to GTD. Wait a few minutes, then click the Refresh Customer Table button.

If something went wrong, you'll see that the upload was unsuccessful in the Uploads and Downloads section. Download the error report to see what caused the issue, then fix the errors and try to upload the file again.

You only need to re-upload the records that failed. The records that passed have been created in CertManager, so you shouldn't try to create them again. If you want to use the error file for the reupload, remove the Error column before uploading.