Import Customers

Purpose

The Import Customers Window is used to import Customers, Customer Accounts or Loyalty Customers. Items that appear in the Included Fields section will be printed in the order they are listed.

Enter the "File Name" (including the path) that contains the import information.

Fields Available to Import

Figure 3.8 Import Customers Window

Figure 3.8.x Import Customers Window

Field	Import Format
First Name	Required - The Customer’s First Name, up to 20 alphanumeric characters.
Last Name	The Last Name, up to 20 alphanumeric characters.
Picture	The Picture name and extension, up to 20 alphanumeric characters. Example: “jerrydent.jpg”
Account #	The Account Number, up to 20 alphanumeric characters.
Address 1	The Address, up to 30 alphanumeric characters.
Address 2	The Address second line, up to 30 alphanumeric characters.
Apartment	The Apartment or Suite Number, up to 5 alphanumeric characters.
City	An existing City name from the list of pre-configured Cities.
State	The 2 digit State abbreviation.
Zip Code	The Zip Code, up to 5 numeric characters.
Phone Number	The Phone number, up to 10 numeric characters.
Phone Number 2	The Phone #2 (typically a mobile phone number), up to 10 numeric characters.
Fax Number	The Fax number, up to 10 numeric characters.
E-mail Address	The E-mail Address, up to 30 alphanumeric characters.
Comment	Any other information, up to 60 alphanumeric characters.
Delivery Instructions 1	Delivery Instructions, up to 35 alphanumeric characters.
Delivery Instructions 2	Delivery Instructions, up to 35 alphanumeric characters.
Delivery Instructions 3	Delivery Instructions, up to 35 alphanumeric characters.
Zone	An existing Zone from the list of pre-configured Delivery Zones.
Do Not Deliver	Y,N
Bad Check	Y,N
Allow Charge	Y,N
VIP	Y,N
Charge Limit	The Charge Limit, up to 999999.99.
Birth Date	mm/dd/yyyy
Last Visit	mm/dd/yyyy
Order $ Total	The Order $, up to 99999.99.
Number of Orders	The Number of Orders, up to 9999.
Company	The Company name, up to 25 alphanumeric characters.
Last Payment Date	mm/dd/yyyy
Balance	The current Balance.
Anniversary Date	mm/dd/yyyy
Returned Mail	Y,N
Require Approval	Y,N
Loyalty Plan 1	Y,N
Loyalty Plan 2	Y,N
Loyalty Plan 3	Y,N
Loyalty Plan 4	Y,N
Loyalty Plan 1 Current Points	The number of points, up to 999999.99.
Loyalty Plan 2 Current Points	The number of points, up to 999999.99.
Loyalty Plan 3 Current Points,	The number of points, up to 999999.99.
Loyalty Plan 4 Current Points	The number of points, up to 999999.99.
Loyalty Plan 1 Total Points	The number of points, up to 999999.99.
Loyalty Plan 2 Total Points	The number of points, up to 999999.99.
Loyalty Plan 3 Total Points	The number of points, up to 999999.99.
Loyalty Plan 4 Total Points	The number of points, up to 999999.99.
Loyalty Plan 1 Coupons/Discounts Issued	The number of Coupons/Discounts issued, up to 999999.
Loyalty Plan 2 Coupons/Discounts Issued	The number of Coupons/Discounts issued, up to 999999.
Loyalty Plan 3 Coupons/Discounts Issued	The number of Coupons/Discounts issued, up to 999999.
Loyalty Plan 4 Coupons/Discounts Issued	The number of Coupons/Discounts issued, up to 999999.
Loyalty Plan 1 Coupons/Discounts Redeemed	The number of Coupons/Discounts redeemed, up to 999999.
Loyalty Plan 2 Coupons/Discounts Redeemed	The number of Coupons/Discounts redeemed, up to 999999.
Loyalty Plan 3 Coupons/Discounts Redeemed	The number of Coupons/Discounts redeemed, up to 999999.
Loyalty Plan 4 Coupons/Discounts Redeemed	The number of Coupons/Discounts redeemed, up to 999999.
Loyalty Plan 1 Discounted Amount	The Discounted Amount, up to 999999.99.
Loyalty Plan 2 Discounted Amount	The Discounted Amount, up to 999999.99.
Loyalty Plan 3 Discounted Amount	The Discounted Amount, up to 999999.99.
Loyalty Plan 4 Discounted Amount	The Discounted Amount, up to 999999.99.

Procedure to Import

▪ Select the File Name used for the import.

▪ Click OK.

Related Topics

Job Right ‘Office – Customers’