Import My Customers

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Overview

Several types of data can be imported through the Import Data screen, such as Product (Inventory), Customer, or Supplier vendor records. Product cost and price information can be imported via this screen as well.
Data can be imported from:
When importing data from a text file, if the data contains commas, the file should be saved as a tab-delimited file, not a csv.
Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.
To access this screen go to one of the following areas:

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

The user is lead through the steps to import the various types of data by a series of screens.
Depending on the type of data being imported, fields on the screens change. Refer to the specific Knowledge Base topic for the type of data being imported for more details.
This topic discusses the customer import process.

Description of the Screens

Select File to Import Tab

Import Radio Button

the Customers radio button is selected by default

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

enter the path to the file containing the product information
the program displays up to 50 fields in the file and the first 100 records at the bottom of the screen

Folder Button

select this button to navigate to the location of the file containing the product information

Restore from Backup Button

select this button to restore from a previous backup, if one was created at the last step of the process

Start Over Button

returns to the Select File to Import tab

Next Button

select this button when ready to proceed to the Import Options tab

Import Options Tab

Field Delimiter Radio Buttons

Comma Radio Button

select this button if the fields in the input file are separated by commas

Tab Radio Button

select this button if the fields in the input file are separated by a tab

Other Field

enter the character used to separate the fields in the input file

First Row Contains Field Names Check Box

select this box if the first row in the input file contains a header record with field names

Match on Customer ID Check Box

in order to update customer records during text file import, this field must be selected and system parameter UseCustomerMatching must be set to TRUE
the import text file must also contain valid data in the fields identified in parameters CustomerSearch1-4, in order for the program to detect a match

Create new Customers Check Box

this field is automatically selected and cannot be changed by the user as it is the default behavior of the feature
make changes to customer records on import, see Match on IDdefault behavior of the function when executed without having customer matching turned on and selecting the Match on Customer ID check box

Data in Text File or Database Table

this section of the screen displays up to fifty fields and the first one hundred records of data in the input file

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Next Button

select this button when ready to proceed to the Customer Fields tab

Customer Fields Tab

map the fields in the input file to their counterparts in OMS :

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

this section of the screen displays up to fifty fields and the first one hundred records of data in the input file

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Next Button

select this button when ready to proceed to the first page of the Custom Fields tab, if custom customer fields are defined in the program

Custom Fields Tab - Page 1

map fields in the input file to any custom customer Text and Integer fields defined in OMS
this tab is not visible is custom customer fields are not defined

Data in Text File or Database Table

this section of the screen displays up to fifty fields and the first one hundred records of data in the input file

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Next Button

select this button when ready to proceed to the second page of the Custom Fields tab, if custom customer fields are defined

Custom Fields Tab - Page 2

map fields in the input file to any custom customer Currency and Date fields defined in OMS
this tab is not visible is custom customer fields are not defined

Data in Text File or Database Table

this section of the screen displays up to fifty fields and the first one hundred records of data in the input file

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Next Button

select this button when ready to proceed to the Finish and Import tab

Finish and Import Tab

Backup Before Importing Check Box

select this box to make a backup copy of the affected tables before the import is started

Test Data Button

select this button to have the program check for errors before starting the import process

Begin Import Button

select this button to start the import process

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Additional Information

Configuring Custom Fields

Customers

Created: 6/15/12

Revised: 5/18/2015

Published: 04/14/16