How do I?
Importing in Customer information
Import Customer Information
To import in customer information, first create an Excel spreadsheet with your column headings for each field name you wish to import. Using Import Data, map the file location for your spreadsheet to the Filename, choose the correct worksheet if you have multiple sheets in your Excel file, name your import, then use the Columns tab in order to map each Column to its corresponding field. The Customer Name will often be your Customer ID.
In order to import customers, you will go to File > Import Data > Customers.
- Required Fields:
- Customer ID
- Ship To Location ID is required in addition to Customer ID for all Customer Ship To imports.
- Contact ID is required in addition to Customer ID for all Customer Contact imports.
- Name is required if creating a new Contact.
For a guide of how to import customers into Acctivate as well as templates, please check out our training page!