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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.
4

Sales Link Code

4. Sales Link Code
<TODO>: Insert description text here...
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.