Import My Customers

Contents of this Topic: Show

Overview

Main Menu > Manage My Inventory > Import My Inventory - File

Main Menu > Manage My Inventory > Import Cost, Price & Weight

Main Menu > Manage My Inventory > Import My Suppliers

Main Menu > Manage My Customers > Import My Customers - File

Description of the Screens

Select File to Import Tab

Import Radio Button

File to import from (.mdb or text file) Field

Folder Button

Restore from Backup Button

Start Over Button

Next Button

Import Options Tab

Field Delimiter Radio Buttons

Comma Radio Button
Tab Radio Button
Other Field

First Row Contains Field Names Check Box

Match on Customer ID Check Box

Create new Customers Check Box

Data in Text File or Database Table

Start Over Button

Back Button

Next Button

Customer Fields Tab

 

 

Customer ID Company Country Price Level
Full Name Email Phone 1 Discount %
Name Prefix Address 1 Fax Cost Plus %
First Name Address 2 Don't Ship Web ID
Middle Name City Don't Mail Web Login
Last Name State Tax Exempt Password
Name Suffix Zip Tax ID  

 

Data in Text File or Database Table

Start Over Button

Back Button

Next Button

Custom Fields Tab - Page 1

 

Data in Text File or Database Table

Start Over Button

Back Button

Next Button

Custom Fields Tab - Page 2

 

Data in Text File or Database Table

Start Over Button

Back Button

Next Button

Finish and Import Tab

Backup Before Importing Check Box

Test Data Button

Begin Import Button

Start Over Button

Back Button

Additional Information

Configuring Custom Fields

Customers

 

Created: 6/15/12

Revised: 5/18/2015

Published: 04/14/16