Import customers

From RPM Wiki

New and update

The customer import can be used to make new customers and update existing customers at the same time. If the customer specified exists then it will be updated. If it can't be found it will be created.

• Tip: Start with our empty Excel file (http://rpmsoftware.com/download/Import_Customers.xlsx) that has the required column headers.

Columns

• Columns A - Q must be in the file.
• Column A must be filled in. The other columns can be left empty.
• Columns R and after are optional and are used for custom customer fields in any order. The column header must match the field name exactly.

A	Customer	Company name	Required
B	Website	URL
C	Salutation
D	First Name
E	Last Name
F	Title
G	Email
H	Business	Business Phone number
I	Home	Home Phone number
J	Fax	Fax Phone number
K	Other	Other Phone number
L	Address	A street address
M	City
N	State/province
O	Zip/Postal code	zip code or postal code
P	Country
Q	Alias add	An alias to add for the customer.
R+	{CUSTOM FIELD}	A custom field

• This page was last modified 05:13, 15 Dec 2011.
• This page has been accessed 969 times.

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