Import Customer / Supplier

Customer Support DEALPOS
[Updated]

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 john@dealpos.com
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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