Importing Customer Contacts

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).

Import File Requirements

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)

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.

Importing Customer Contacts

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.