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Importing customers by list

Last Updated: Dec 12, 2011 11:23PM CET

 

 

 

You can Import client by the following ways:


1) Click Import client, window opens as below.

 

 

 

2) Select the file containing the client.

The fields should be separated by a semi-colon, in the following manner and order: 
"Reference;"Name of client";"Street name";"Postcode";"Town/city";"County";"Country";"Client contact first name";"Client contact surname";"Client contact telephone number";"Client contact mobile number";"Client contact fax number";"Client contact e-mail a

None of these sections should be left empty. 

 

3) choose one of two options:

Import: Importing a new client list and delete the old list.

Update: Importing a new client list and update existing customers.

 

4) Click Import Client

 

 

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