Import Customers provides input of customer information from an Excel spreadsheet.
 Import Customers
This allows you to import a spreadsheet of customers' details.
 Import File
Click the ... button to find the file to import.
| |
 Tax Type
Select the tax type to be applied to taxed customers and the non-tax type to be applied to non-taxed customers.
| |
 Account Charge
-
Check Account Charge, and enter the account charge information to be applied to imported customers.
-
Enter the Credit Limit value to be applied to accounts during the import process.
-
Enter the Finance Charge monthly percentage (Annual Finance Charge rate / 12)
-
Select from the available list the Payments Terms to be applied to accounts during the import process.
-
-
Select the Statement Type to be applied to accounts during the import process.
-
| |
 Sales Link Code
| |
 Import
Click Import to import the customer spreadsheet.
A message is shown when the import is complete.
| |
|
|
 Data Template
This generates a template to enter customer details into for importation.
 Create Template
This creates a spreadsheet template into which you can input all customer details.
Complete the spreadsheet according to the import reference sheet. Files must be saved as Microsoft Excel 5.0/95 Workbook (*.xls).
Note that if no credit limit is entered for a customer, it is imported as $0. The ltaxed field should be left blank for taxable customers.
| |
 Print Template Structure
This prints a reference sheet to explain how to input each field in the template.
| |
 Create Text File
This creates a text file that can be edited in a word processor.
| |
|
|