AccountManager Import Aliasing

In the aliasing steps, you will create relationships between the data you’re importing and the account profiles you have in AccountManager.  All account aliasing steps work in the same basic manner.  Depending upon the configuration setting, aliases are created based on either the just the Imported Company Name, or if  ‘Enable Company, City, State and ZIP Code Level Alias’ is checked then based on Imported Company, City, State and ZIP Code.

Aliasing Accounts

(Note:  The aliasing steps displayed in the examples below may vary from those in your system depending upon your company’s configuration.  See your administrator with any questions).

The first time you import for a particular principal, you will have to manually alias all of the accounts on your spreadsheet.  However, those aliases will be remembered on all future imports for that same principal or representative.  On subsequent imports for that principal, click the “Match Aliases” button for that particular account type (i.e. “Match End Customer Aliases”).  This will automatically alias any relationships “remembered” by SalesAnalysis, after which you can then alias any unrecognized relationships.  After just a few imports for any one principal, you should experience a significant reduction in the time needed to import for that principal as the regular customers will be remembered, leaving a smaller number of new accounts to manually alias.

In the example below, you can see the results of clicking on the “Step – Match End Customer Aliases” button.  Previous imports for this principal have already been completed and aliased so the  green flag icons indicate that SalesAnalysis remembered that “ABC Company” in San Francisco, CA is supposed to be aliased to an account profile for “ABC Co.” in San Francisco, CA  95123.  Also remembered is “MP3 Tech” in Tempe, AZ aliasing to “MP3 Technologies”.  Rows without green flags are not yet recognized combinations for this principal.

[Import Aliasing Screenshot 1]

To begin manually aliasing the accounts that are left:

1. Click on the very first column header to “sort” the aliased accounts to the bottom of the list.  This allows you to continually work from the top of the list rather than having to do considerable amounts of scrolling to finish aliasing.

[Import Aliasing Screenshot 2]

2. Select all the records that will alias to the same account, and click the “Alias to End Customer” button.

[Import Aliasing Screenshot 3]

3. Choose the appropriate account from the picklist, and click “OK”.  Green flags will appear next to those records, and if you sorted by that first column, those records will be sorted to the bottom of the list, so you can continue with other unaliased accounts.

4. When you’ve aliased all the records in one step, click “Move to Next Step” to go through the other aliasing steps.  If you have a step in which there won’t be any aliases created (such as the “Alias Distributor” step in a Direct import), click the “Match Aliases” button in the action bar to acknowledge there are no aliases.  This will apply green flags to each row, and allow you to proceed.

5. If you make a mistake while aliasing, simply reselect the row(s) with the error, and click the “Clear Alias” button to undo the incorrect alias.  You can also just re-alias the records to overwrite the incorrect alias.

6. When you have completed aliasing all account types, the last aliasing step will allow you to click on a Generate business document button. You can Generate which ever business document you are importing.