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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 Setup > Global Options > Customers > Miscellaneous.

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 can be found in the Import Data topic.

Minimum Requirement for Import:

• Fields: CODE, LASTNAME
• File Name: The import file must be called cust.txt
• Location: 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.

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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