Import Customer using CSV File

Customer Support DEALPOS
[Updated]

Bulk Operation via IMPORT CSV function

Go to contact Menu - choose import

 

*sample CSV

 

[Static Colomn Name]

No

Coloum Name

Description

 

 

 

1

Address Address of customer or bussiness location of supplier

2

Birthdate Contact's birthdate (commonly used for customer)

3

City The city where the address is located

4

Code The code for a contact person

5

Column Example  

6

Email Contact's email address

7

Fax Fax number of the contact

8

ID ID for your Customer or Supplier

9

Gender Contact's Gender 

10

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

11

LastName The Last Name of the customer or supplier

12

LoyaltyPoint The Loyalty Point of the Customer Contact

13

LoyaltyPointExpiryDate Expired Date for the Loyalty Point

14

MemberIdentification The name of your member indentification

15

Mobile Mobile number of the contact

16

Name The Name of the customer or supplier

17

Outlet The name of your Outlet

18

Phone Phone number of the contact

19

SalesName The Name of Sales person

20

Status Active or Suspend status of the contact's name

21

Title A salutation for a contact
22 Type You can fill this section either he is Customer or Supplier

* (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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