You can quickly add a list of customer contacts to Customer Maintenance if option 3509 “Allow access to customer contact fields in Customer Maintenance” and security bit 733 “Ability to add/change/delete customer contacts (names)” are set to "Yes". The customer number and contact name must be in a comma separated value file (CSV file-usually an Excel file).
Before you import the customer contacts, verify the CSV files have the following columns (columns 1, 2, and 3 are require; columns 4-17 are optional):
1. Customer number (required)
2. Job Number (required if job account)
3. Contact Name (required)
4. Show in POS (Y/N – For Charge Authorization. Default to Y)
5. Phone# (optional)
6. Cell# (optional)
7. Fax# (optional)
8. Pager# (optional)
9. Email (optional)
10. Title (optional)
11. Comment (optional)
12. Image file (optional)
13. Expiration Date (optional – format mm/dd/yy)
14. Primary Contact (optional)
15. Opt Out (optional)
16. Statements (optional)
17. Invoices (optional)
Here is an example of the CSV file that will import the following data: customer number, job number, contact name, email address:
123456,,DAVID QUAN,,,,,,dave@yahoo.com.
To import the file, complete the following steps:
1. Save the CSV file to be imported to the following location: C:\3apps\temp.
2. From the Eagle Browser, click Data Import > Import Customer Contacts.
3. At the bottom of the dialog that displays, at File for Import, select the CSV file you are importing and click OK.