Importing a customer from Octane

 

  

Instructions:

1. Log in to Portal.

2. Go to the [Customers] tab

3. At the bottom of the page, click [Import from Octane]

4. Enter the customer account number

5. Enter a username for the customer (this can be the account number if desired)

6. Click [Import Customer]

 

The customer has now been imported and is available on the customer list.

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