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3.6 IMPORT CLIENTS
SELECT FROM THE MENU BAR
CLIENTS THEN IMPORT CLIENTS
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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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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.
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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.
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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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