Customer Info Export

This export utility can be used to select the customer records to be updated and to generate a spreadsheet with or without the existing values for the selected customers.
The 'Customer #' cannot be changed, but all other values on the spreadsheet columns can be updated with the Customer Info Import.
When the Insurance Comments are imported, the new notes will replace any existing notes for those customers.

The prompts are:

DATE FORMAT

Accept the date format default as defined for your company in Company Information, or enter the preferred format.
i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy

IMPORT TEMPLATE ONLY

Check this box to generate 2 blank spreadsheet2 with the customer field columns and insurance notes columns but with no values.

Uncheck this box to use the filters below to select customer records and to populate the resulting spreadsheets with the values currently assigned to those customers.
Populated Template Filters:
The following selection filters are disabled if a blank template is being generated.

CUSTOMER, 'ALL' OR 'SEL'

• Type ALL to include all customers in the output, and to narrow the list of customers the From/To filters below can be used to define a range.
• Enter a specific customer number to export, or select one from the Customer Search window.
• Type SEL to select a multiple specific customers to include as outlined in Select Customers window.

Range of Customers:
The From/To prompts are only enabled when ALL customers is selected above.

FROM CUSTOMER

Leave this field blank to consider all customers, or enter a starting customer number for the range, or select it from the Customer Search window.

TO CUSTOMER

Leave this field blank to consider all customers, or enter an ending customer number for the range, or select it from the window.

CUSTOMER TYPE

Select one of the following account types for the customers as flagged in Customer Information:

• Cash to include only customers flagged as Cash only.
• On Account to include only customers flagged as charge On Account.
• Both to include all customers.

SALESMAN, OR 'ALL'

Type ALL to include customers for all salesman codes, or to only include customers for a specific salesman, select the salesman code from the drop down box as setup in the Salesman Codes.

Finished?

Click ACCEPT to generate the spreadsheet or CANCEL to abort.

Resulting Spreadsheets:
Customer Information:

• If the resulting spreadsheet is populated it includes the Customer number for reference. This field cannot be updated by this import process.
• If the resulting spreadsheet is populated it includes the first 3 lines of the Insurance Comments for reference. These fields are display only and cannot be updated by this import file.
  To update the Insurance Comments use the exported spreadsheet on the Notes tab and the separate Notes upload and import options.
• Any other existing values on the spreadsheet can be updated by this process.
• The date format must match the defined format.
  i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy
• Modify the spreadsheet with the correct values.
• The Customer numbers on the import file must already exist, as any new customer numbers that do not find a match in the Customer Information table will be ignored on the import.
• On import, the option is provided to ignore blank values in the import fields and to leave existing data in those fields unchanged, or to import the blank fields as blank removing existing customer data in those fields.

Customer Insurance Comments:

• If the resulting spreadsheet is populated it includes the Customer number and Name for reference. These fields cannot be updated by this import process.
• Multiple lines of existing Insurance Comments for each customer are listed and additional notes can be added.
• Notes are ADD-only for the import, so if there are notes on the spreadsheet for a given customer all existing insurance notes for that customer will be removed and replaced with the new notes updating the Insurance Comments table.

Save the Revised Data:
When the values are all updated on the worksheet, save the completed spreadsheet as a tab-delimited text file on your client machine.
Then use the Select a File to Upload utility to move the saved text file from your client to the server in preparation for re-importing the data with Customer Info Import.