Complete the following procedure to import customer data into the Customer List screen by creating, populating, and importing a formatted Excel file.
Navigate to the Customer List screen.
Click the Export Template button to export the template format to an Excel file.
Populate the Excel file with customer information.
Note: The file must adhere to the validation requirements indicated in row 1 and below:
If the Email Address field is populated, the Email Type field is required. An entry in the Email Type field must exactly match one of the defined email types (Personal, Business, or Other)
Save the Excel file.
Click the Import button on the Customer List screen to display the Load Excel Import window.
If the system detects any errors, it displays the Import Complete with Errors window.
Complete any of the following as needed:
When the import is complete, the system displays the Upload Complete window.
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