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):
Customer number (required)
Job Number (required if job account)
Contact Name (required)
Show in POS (Y/N – For Charge Authorization. Default to Y)
Phone# (optional)
Cell# (optional)
Fax# (optional)
Pager# (optional)
Email (optional)
Title (optional)
Comment (optional)
Image file (optional)
Expiration Date (optional – format mm/dd/yy)
Primary Contact (optional)
Opt Out (optional)
Statements (optional)
Invoices (optional)
Example
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:
Save the CSV file to be imported to the following location: C:\3apps\temp.
From the Eagle Browser, click Data Import > Import Customer Contacts.
At the bottom of the dialog that displays, at File for Import, select the CSV file you are importing and click OK.