After the customer information has been updated in the worksheet generated from Customer Info Export and the resulting saved tab-delimited text file as been moved to the server using the Select a File to Upload utility, the modified customer information can be re-imported using this Customer Info Import.
The prompts are:
Uncheck this box if blank data fields on the import file should
be imported as blank values replacing existing data in those
fields.
When blank values are Not ignored the following fields become
mandatory: Customer Name, Alpha Key, Statement Output, PO
Required.
Note: Blank values in the 'Secondary Customer Type' to avoid
adding meaningless "blank" records.
'Insurance Notes' columns will always be ignored as a separate
import spreadsheet is provide for these comments.
Note: All Customer numbers on the import file must already exist
in the Customer Information table or they
will be ignored on the import.
i.e. This utility cannot be used to add new customers.
Errors could include:
A record is written to the Audit Log to track changes made in pricing by the Customer Pricing category and changes made to the address in the Customer Information by the Change Cust Info From Doc category.
Note: A record lock could occur on ARCF if another operator is
viewing one of the customers in the import file.
The import will re-try until the locked customer record is
released.
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