SELECT FROM THE MENU
BAR CUSTOMERS THEN IMPORT CUSTOMERS
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It is a good idea to have
your user definable fields setup before you proceed with an import.
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The system prompts you to
select a file type to import. You can use
text, access, excel and lotus formatted files to import.
The text file must be an ASCII file that is comma delimited or commonly
called a CSV file.
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Then the system questions
you whether or not the first record contains the names of the fields. The header or first record will automatically name
the field for the import.
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Then you will match the
fields from the import file to fields in the Customer database. You can match the imported fields which are in the
list on the left hand side of the field with the fields in the Retail Advantage Database.
On
the bottom of that screen you will notice the capability to assign certain required fields
to records in the import that may not have this field in the import file. For Instance if an import does not have an employee
assigned the system will give the employee that is in on this screen. Similarly if an
import doesn’t have a value for referral the system will give the referral that is in
the referral field on this screen.
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