Setting Up Customer Interface

Customer Interface lets you import and validate current or historical party and customer account information from other systems into your database.

Although Customer Interface imports both party and customer account information, it does so in a row-by-row manner and is slower than Bulk Import. However, you cannot use Bulk Import to import accounts; it can be used only to import parties. Therefore, for optimal performance, you should import parties using Bulk Import and use Customer Interface to import the associated accounts.

Note: Customer Interface runs independently and does not regard party level information already loaded into your database using Bulk Import. If you plan to use Customer Interface to import accounts that are associated with parties that have already been imported using Bulk Import, you must ensure that the source ID alone is unique across all source systems in the bulk import process. While Bulk Import requires source IDs to be unique only within an identified source system, customer interface does not recognize the source system and therefore requires that the source ID is unique across all sources systems. See:

Procedure

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