×
Menu
Index
Search
 
   
   
   
 
  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.733  Help ID: 360

Import Customers

Import Customers provides input of customer information from an Excel spreadsheet. 
Import Customers
1

Import Customers

1. Import Customers
This allows you to import a spreadsheet of customers' details.
Import Customers
1

Import File

1. Import File
Click the ... button to find the file to import.
2

Tax Type

2. Tax Type
Select the tax type to be applied to taxed customers and the non-tax type to be applied to non-taxed customers.
 
Import Customers
3

Account Charge

3. 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.
  • The list of available Payment Terms is maintained within System > Suppoort Files > Customer Terms.
  • Select the Statement Type to be applied to accounts during the import process.
  • The listing of available General Ledge accounts (Accounts Rec.eiveable) is maintained within  System > Company Setup > GL Accounts.
 
4

Sales Link Code

4. Sales Link Code
If utilized, the Sales Link Codes are maintained within System > Support Files > GL Sales Codes.
5

Import

5. Import
Click Import to import the customer spreadsheet.
 
A message is shown when the import is complete.
2

Data Template

2. Data Template
This generates a template to enter customer details into for importation.
 
 
Import Customers
1

Create Template

1. 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.
2

Print Template Structure

2. Print Template Structure
This prints a reference sheet to explain how to input each field in the template.
3

Create Text File

3. Create Text File
This creates a text file that can be edited in a word processor.