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Retail ADVANTAGE Point of Sale Software Online Manual Section 3.6

SELECT FROM THE MENU BAR CUSTOMERS THEN IMPORT CUSTOMERS 

n        It is a good idea to have your user definable fields setup before you proceed with an import.

n       ADVANTAGE Point of Sale Software prompts you to select a file type to import.  You can use text, access, excel and lotus formatted files to import.  The text file must be an ASCII file that is comma delimited or commonly called a CSV file.

n        Then ADVANTAGE Point of Sale Software questions you whether or not the first record contains the names of the fields.  The header or first record will automatically name the field for the import.

n        Then you will match the fields from the import file to fields in the Customer database.  You can match the imported fields which are in the list on the left hand side of the field with the fields in the Retail ADVANTAGE POS Software Database.

On the bottom of that screen you will notice the capability to assign certain required fields to records in the import that may not have this field in the import file.  For Instance if an import does not have an employee assigned the system will give the employee that is in on this screen.  Similarly if  an import doesn’t have a value for referral the system will give the referral that is in the referral field on this screen.

Retail ADVANTAGE Point of Sale Software Online Manual Section 3.6

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