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Customer Template

Experience Seamless Customer Data Management.

Simplified Loader transforms Excel into your gateway for managing customer data in Oracle Cloud. Whether you’re handling new customer setups or updating existing records, Simplified Loader delivers speed, accuracy, and flexibility to ensure your data management processes run smoothly.

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Supported Operations

View all operations supported by the template.

Version History

Our templates are regularly updated. Click here to view the latest features & improvements.

Simplify Customer Account, Site, and Assignment Management with Excel.

Save Time on Customer Data Operations.

A single, feature-rich sheet to enter data for all sections.

Avoid repetitive tasks by uploading bulk data with a single action.

Ensure Compliance and Data Integrity.

Customer Data Management: Use Cases

Customer Account Creation: Bulk load new accounts into Oracle Cloud with all associated details, including account numbers, names, and tax information.

Site Management: Update billing, shipping, and other site details for multiple customers in one go.

Customer Assignments: Quickly assign customers to sales territories, account hierarchies, or specific business units.

Mass Updates: Efficiently apply changes to existing customer data, such as contact details or preferred communication methods.

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