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Customer Import Guide

General Import Template File Notes

• Template files are typically generated from their respective Import screen using an 'Export Template' button.
• Using the 'Export Template' button from an updated system will help ensure that you provide the customer with the most up-to-date import file, and will help avoid errors.
• Templates generally (but not in all cases) contain 3 rows of header information.
  • The first row is generally labelled with f1 through f## and is used to give a consistent column id to each data column. Do not remove this row unless instructed.
  • The second row is labelled with the column data/field name. The values in this row are used for the file mapping screen. Editing these values is generally not needed and may make the mapping process difficult.
  • The third row is labelled with the same values from row 2, an is available to create a customer-friendly name for the associated data column.
    • The third row should be removed from the source file prior to importing. It will cause errors since it will be treated as the first import record on the file.
• Import files MUST always be saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format until further notice. The import screens will generate errors if the file type is not correct.

Timing

The Customer Import should occur after all Address Book setup items have been completed, and after the General Ledger Chart of Accounts has been imported. The Address Book Setup Guide covers all of the Rule Maintenance records that should be completed prior to importing customer records.

• The following Rule Maintenance records should be complete prior to importing customer records:
  • Terms of Payment Codes (TERMS)
  • Customer Comment Codes (CUSTCOMM) - rarely used
  • Customer Transaction Codes (CUSTCAT)
  • Customer Territory Codes (TERR)
  • Customer Price Groups (ENTGRP)