Adding your customers

Learn how to add customers to sourcemaster, either by importing from a file or adding them manually. You’ll also see how to set segments, edit details, and manage access for each customer.

Written by sourcemaster Systems

Updated 1 month ago

Adding Customers

Once your company information is set up, the next step is to add your customers.
Customers will be stored in the Customer List, which contains:

Customer code (unique short identifier, usually 3 characters)
Company name
Customer segment (must be created in the system first)

Example in the list:

BLU = BlueRiver, Segment = Retail Chains / Boutiques
ECW = EcoWear, Segment = Corporate Buyers

Two Ways to Add Customers

1. Import from File (Recommended for bulk adding)

Go to Customer List → click the Import button (blue arrow icon).
Download the template to see the correct format.

Minimum required: Customer code, short name, full name
Optional: Segment, store access, main address, main contact
Prepare your file, then drag & drop it into the Import window.
Click Import Preview to review your data.

The system will highlight rows with color codes:

Blue = new customer

Orange = system auto-corrected a value (e.g., fixed a code)

Red / Grey / Cut value = error or mismatch

⚡ Check Values (top right) → works as both a verifier and a fixer.

It scans your data for errors.

It auto-cleans and adjusts some issues (like generating a valid Counterparty Code if yours doesn’t follow the rules).

👉 Tip: If you haven’t set up Customer Segments yet, your import may fail. Create them under Customer Segments first.

Once all rows are validated, click Import to confirm.

Then go Customer list to check the data

If you want to see some sample, you can download demo file to test below.

Everloom_Customers_Mock_(1).xlsx

2. Add Manually (One by one)

Go to Customers → Click Add Customer (or use the green + inside Customer List).
Fill in the form:
- Name = short name for internal use
- Counterparty Code = unique 3-letter code
- Full Name = full legal/company name (for invoices & documents)
Click Add to save.
To assign the customer segment, select from the dropdown in the list. (You need to set customer segment in the system first)

Customer Segments

To create customer segments in sourcemaster:

Go to Customer Segments.
Click + (top right).
Enter the segment name (e.g., “Wholesale / Distributors”).
That’s it — now you can assign customers to this segment when adding/importing.

⚡ Best Practice:

Always set up your Customer Segments first, then import or add customers. It prevents errors and keeps your database organized.

Editing Customer Details

Once a customer is added to the list, you can edit and enrich their profile.

Open Counterparty Passport
- Go to Customer List, find the customer you want to edit.
- Click the Edit (pencil) icon on the right.
- This will open the Counterparty Passport.
Company Information
- Check the Customer code, Short name, Full name, and Segment.
Addresses Information
- Click the + button to add a new address.
- Enter the details, then confirm with the ✅ button (or cancel with ❌).
- Use the tags by toggle on the icon (🏢 for legal address, 🚢 shipping address, 💰 billing address) to specify the type of address.
  
  You also can tag multiple roles.
- Each customer can have multiple addresses, tagged appropriately.
- Click the + button to add a new contact.
- Enter the name, role, email, and phone number.
- Confirm with ✅ (or cancel with ❌).
- Use the tags by toggle on the icon (🏢 purchasing, 🚢 shipping, 💰 billing) to define the contact’s role.
- Each customer can have multiple contacts, each tied to their responsibility.
  
  Contact Information

Example:

💡 If this doesn’t solve your issue or you have more questions, feel free to reach out through our [contact form]. We’ll get back to you within 2–3 business days.

Did this answer your question?