Import Bulk Customer
how to import customer / supplier through Contact Menu.
Syakri Ezzan Qomara avatar
Written by Syakri Ezzan Qomara
Updated over a week ago

If the store has many customers and suppliers, then you need to save their contact database so that when you make a sale you can directly enter their contact name in the invoice.

In DealPOS to make it easier for the owner, customer and supplier data can be entered in bulk into the DealPOS system. Bulk Operation Import Customer Using CSV(Comma Delimited) format files.

Step 1. Go to Contact (Customers Tab), then Click Import

mceclip1.png

Step 2. Click Download Sample

Download sample used to get CSV sample file that supported format.

download sample customer

Step 3. Open CSV File, then Submit Customer Data

Open sample CSV file and fill with you new data entry.

file CSV sample customer

Step 4. Save File

Save file using CSV (Comma Delimited) format.

save file as CSV format

Notes :

Name of files is doesn't matter, you can rename the file if you want as long as the type is CSV (Comma Delimited).

Step 5. Choose File, then Upload File

Choose file and browse the saved data that you have been save then upload.

import file csv customer

Column Properties :

Import Customer / Supplier Column Properties Index

Column

Description

Data Type

Example

Code

string

Member-01

Title

string

Mr

Name*

string

John

Address

string

Muara Karang B5 No.51

Phone

numeric

+62214598877

Mobile*

numeric

+628765544332

Fax

numeric

2129222999

Email

string

Birthdate

date(dd/mm/yyyy)

31/12/1990

Status

3 option of the Status (Active, WaitingForApproval, Suspended)

string

Active

Outlet

string

Outlet 1

Group

string

Silver

MemberIdentification

can be filled with nationality id or passport

string

F 7802033

Gender

string

Male

LoyaltyPoint

you need to activated the loyalty point system on outlet configuration

numeric

150.000

City

created the city option in contacts properties

string

Jakarta

LastName

string

Doe

SalesName

string

Maria Sales Team

LoyaltyPointExpiryDate

date(dd/mm/yyyy)

31/12/2030

(*)is required


You might also like to read these articles below :


dealpos-trial-indonesia

Did this answer your question?