Import Customer using CSV File

Customer Support DEALPOS
[Updated]

Bulk Operation via IMPORT CSV function

Go to contact Menu - choose import

*sample CSV

 [Static Column Name]

No

Coloum Name

Description

 

 

 

1

Name

The Name of the customer or supplier

2

LastName The Last Name of the customer or supplier

3

Code The code for a contact person

4

MemberIdentification The name of your member indentification

5

Fax Fax number of the contact

6

Phone Phone number of the contact

7

Mobile Mobile number of the contact

8

Email Contact's email address

9

Gender Contact's Gender 

10

Birthdate Contact's birthdate (commonly used for customer)

11

Address Address of customer or bussiness location of supplier

12

City The city where the address is located

13

Status Active or Suspend status of the contact's name

14

Outlet The name of your Outlet

15

LoyaltyPoint The Loyalty Point of the Customer Contact

16

SalesName The Name of Sales person

17

ID ID for your Customer or Supplier

18

Title A salutation for a contact

19

Type You can fill this section either he is Customer or Supplier

20

Group "Example : Gold,Platinum,Silver"
The name of group

21

LoyaltyPointExpiryDate Expired Date for the Loyalty Point

* (customDateFieldName = AppConfig.Instance.Labels.CustomerCustomDateFieldStorage) = This column name is taken from the configuration.

How to add contacts with same name ?

1. Follow the above instruction

2. You just need to fill phone number field manually, do not leave it blank. The phone number is unique ID in here. It will be distinguish one contact to another contacts that have the same name.

 

Watch this Tutorial as a Video

Sample file CSV :

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