Customer Import

Modified on Mon, Jan 27 at 12:20 PM

From Dealer Mode
Select (Import Data)
DO NOT USE Import Customer
modify your excel data/column headers with the following available fields.

Address 1
Address 2
Birth Date
Bonus Mileage
City
EMail
First Name
Last Name
Membership ID
Memo
Phone 1
Phone 1 Area Code
Phone 2
Phone 2 Area Code
Phone 3
Phone 3 Area Code
State
Zip Code

Paste into the data area just like JK Restaurant
Select Import Fields
This should align the import dropdowns with your pasted data.
Select or De-Select as desired the (Delete Previously Imported Items)
Click Import Customer
Click OK on the DONE Dialog
Select OK (Lower right) to exit the utility.
OK and OK again to return the Home Screen
Verify import with reports or create / schedule an appointment.

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