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Customers

Sample file

Try approval in this demo

An import that needs approval is not written until someone else approves it. In this demo the demo user asks, and the Manager approves.

  1. Press “Import with approval” and import customers.csv. In the review, clear the errors next to Country and Rank with “Choose…”, then press “Request approval for … rows”.
  2. Choose “Act as the manager” in the user menu at the top right. You are now the Manager, and a notification asking for approval is waiting under the bell at the top right.
  3. Press “Review” in the notification, check what will change and press “Approve and import … rows” or “Send back…”. Switch back with “Act as the demo user” in the user menu: a notification with the result is waiting.