On the Shop accounts page you can see an
overview of all shop accounts. You can search for a shop account by
name, e-mail address and account ID and filter the shop accounts by
the 'Activated' status and account type. You can also sort the
shop accounts by name, e-mail, account type or ID and by the
Here you can create a shop account, edit and delete already
existing shop account and import shop accounts from a CSV file.
To create a shop account:
Step 1: Click New item.
Step 2: Enter the shop account information. The
table below provides the description of the shop account
Available account types:
The list of all available accounts is retrieved from your
Use the 'Customer
import' task to retrieve or update the list of all customers
(contacts or sales agents) from your ERP system.
Step 3: When the shop account information is
entered and it is activated click Save
To import shop accounts from a CSV file:
Step 1: In Sana Admin click:
Customers > Shop
Step 2: Click Import.
Step 3: Download the CSV
Example file and open it.
Step 4: Fill in the CSV Example file with the
shop accounts details:
Step 5: When the CSV file is filled in with
shop account details, on the Import shop accounts
page click Choose File to add the
Step 6: Click Import to
import shop accounts from the CSV file.