If you have a lot of salesperson and want to add to the database in bulk, at DealPOS you can import the salesperson database in bulk by importing the salesperson data via CSV.

Bulk Operation Import using CSV format files. this makes it easier to input bulk salesperson data into contacts.

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

contact menu

Step 2. Click Download Sample

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

download sample

Step 3. Open CSV File, then Submit Sales Person Data

sales person sample files

Step 4. Save File

Save files with CSV(Comma Delimited) format then save.

import file csv

Step 5. Choose File, then Upload File

Select choose file than upload you saved file.

mceclip2.png

Column Properties :

Sales Person Import Properties Index

Column

Description

Data Type

Example

Name*

Input sales person name

string

John Doe Sales

Code

input code

string

Sales-01

Outlets*

you can assign multiple outlet to a sales using comma(,) separator (Ex:Outlet1,Outlet2)

Or if you want to assign a Sales Person to all outlets, just make it blank

string

Outlet 1

Sales Group

you can created sales group through contacts properties (Ex:Junior,Senior,Trainee)

string

Junior

(*)is required


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