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Importing Customers

Importing Customers from a file is a fast way to add a bulk amount of customers to a database.

It is possible to import Customers in two different methods, through the Import Data function, or the Automatic Customer Import function.

Import Data

Go to Utilities > Import Data > Customers.

Automatic Customer Import

Go to: Back Office > Setup > Global Options > Customers > Miscellaneous.

• Automatic Customer Import Daily Time: Enter a time in 24 hour format which the Customer Import will take place.

And/Or

• Customer Import Frequency: Select a frequency which the Customer Import file will be imported. Options available are: Never, 1 minute, 2 minutes, 5 minutes, 10 minutes.

Go to: Back Office > Setup > POS Terminals > Modify > Import/Export > Automatic Import Settings.

• Customer Import Folder\Filename: This will default to C:\ProgramData\Idealpos Solutions\Idealpos\cust.txt; this can be customised with a Folder and Filename or with a Folder; see below for more info.
  • Option A - Specify a folder path and a filename - Idealpos will only import the specified filename from the specified location.
  • Option B - Specify a folder path without a filename - Idealpos will import any txt file that is placed within the specified folder.
    Note that if multiple files are placed into the folder, Idealpos will only import one file at a time using the "Customer Import Frequency" setting or "Automatic Customer Import Daily Time" setting configured in Global Options as shown above.
    Also note that if any non-Customer txt file are placed in the folder location, Idealpos will attempt to import them, and this will trigger problems if the file(s) placed in the folder are not formatted in the expected format.

Below is an example of a .csv file used to import Customers.

As you can see, not every field that can be imported is utilised.

More information on importing customers (such as all the Customer fields available for importing) can be found in the Import Customers section of the Import Data topic.

Minimum Requirement for Import:

• Fields: CODE, LASTNAME
• File Name: The import file must be called cust.txt
• Location: In v9 Build 13 and older, the file is read from: C:\ProgramData\Idealpos Solutions\Idealpos or C:\Documents and Settings\All Users\Application Data\Idealpos Solutions\Idealpos. The file is automatically deleted after being successfully read.
  In v9 Build 14 and newer, the file is read from the Customer Import Folder\Filename path specified in Back Office > Setup > POS Terminals > Modify > Import/Export > Automatic Import Settings > Customer Import Folder\Filename. The file is automatically deleted after being successfully read.

Note: When importing Customers as Bar Tabs:

1. Set the BARTAB field to 1

2. The Code field must be 6 or less alphanumeric characters

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