How to import customer details from a client submission file
Open the client submission file
- Click the Client Files tab
- Select the file from which you want to import customer details
- Double click on that file
If the client has not been configured, the mapping screen will open straight away and you can skip the following step
If the client has already been configured, the submission items window will open
4. Hit the Remap button
The mapping screen
5. Select the Customer Details tab
6. The system will try to automatically match customer details
7. The match is against the original file shown top right
8. The results of the match are shown on the bottom right
9. The BACS columns are greyed out
10. To include a column header, drag it into the desired position
When finished, hit OK and you will be taken to the Submission Items screen. (Note the customer details are not yet saved to the database)
Saving the customer details
Note that this screen only shows the BACS details but the customer details associated with each row are known to the system
11. Select the rows in the file you want to Save
12. Hit Save
The details for all customers in the file will be read in and
- existing customers will have their details updated
- new customers will be entered into the system
To edit a customer's details, see the Customers section of this document
0 Comments
Add your comment