Bulk Operation Import Customer Using CSV(Comma Delimited) format files. this operation to make you easier bulk input customer data.

I.Import Customer Through Contacts Menu

Step 1. Select import button

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Step 2. Select download sample to get CSV sample file that supported format

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Step 3. Open sample CSV file and fill with you new data entry

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Step 4. Save file using CSV(Comma Delimited) format

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Note:

-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 and browse the saved data that you have been save then upload

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II.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

[email protected]

Birthdate

date(dd/mm/yyyy)

31/12/1990

Type

3 option of the Type (Customer, Supplier, SupplierCust)

string

Customer

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

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