Import locations

From RPM Wiki

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New and update

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

  • Even though the import is launched while looking at the locations of a single customer, the same import can add and update locations for more than one customer at a time.
  • Tip: Start with our empty Excel file (http://rpmsoftware.com/download/Import_Locations.xls) that has the required column headers.
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Columns

  • Columns A - G must be in the file.
  • Columns A and B must be filled in. The other columns can be left empty.
  • Columns H and after are optional and are used for custom location fields in any order. The column header must match the field name exactly.
A Customer Company name Required
B Location Location name Required
C Address A street address
D City
E State/province
F Zip/Postal code zip code or postal code
G Country
H+ {CUSTOM FIELD} A custom field
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  • This page was last modified 16:01, 31 May 2011.
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