Use Case: Customer List Transfer

A sales representative wants to transfer the customer list stored in an Excel file to the Customer table in the application.

Configuration

  • Element: ‘Transfer Customer List’ button
  • Trigger: OnClick
  • Action: Export → Import Mapped Excel
  • Database Table: Customer
  • Primary Key: email
  • Aliases and mappings:
    • Excel column ‘Name’ → first_name
    • Excel column ‘Surname’ → last_name
    • Excel column “Email” → email (Primary Key)
    • Excel column ‘Phone’ → phone_number