Import Customer using CSV File

Customer Support DEALPOS
[Updated]

Bulk Operation via Import CSV function

I.How to import

Step 1. Go to contact Menu - choose import.

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*sample CSV

Column Field Explanation

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

 

 

II. How to add contacts with same name

Step 1. Follow the above instruction

Step 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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