SELECT FROM THE MENU
BAR CLIENTS THEN IMPORT CLIENTS
n It
is a good idea to have your user definable fields setup before you proceed with an import.
n
ADVANTAGE Salon Software
and Spa Software 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.
n Then
ADVANTAGE Salon Software
and Spa Software 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.
n Then
you will match the fields from the import file to fields in the client 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 ADVANTAGE
Salon Software and
Spa Software 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 ADVANTAGE
Salon Software and
Spa Software will give the employee that is in on this screen. Similarly if an import doesn’t have a value for referral
ADVANTAGE Salon Software
and Spa Software will give the referral
that is in the referral field on this screen.
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