Importing Contacts for Customers

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Step 1 - Export out the Customer UID


1. Go to Utilities > Utilities > Export Data and click Run It
1. In the Export Window, select Cust
1. Move the following fields from the source field side to the destination field side: UID and Name
1. In Output Directory field, select your desktop
1. In the Output Filename, enter Cust.csv
1. Click start.
1. When completed, go to your desktop and open the file.


Step 2 - Prepare the import file


1. Open an Excel file
2. Prepare the column headers as shown in the below screenshot
- Column A - CustUID - this is the customer records UID the contact is linked to
- Column B - Name - this is the contact name
- Column C - Title - enter title if needed
- Column D - Email - enter email if needed
- Column E - H - (yellow in image below) enter the business phone number and extension (fPhone1 = formatted phone, Phone1 - enter the phone number, Ext1 = extension, PhoneLbl1= the phone label, column should be Business)
- Column I - L (blue in image below) are for the mobile phone numbers
- Column M - P (green in image below) are for the fax numbers


ContactImportFile.png


3. Save the spreadsheet.


Step 3 - Import the contacts into CustCont

As always when importing, import first a small sample of your whole spreadsheet including the column headers. Check your import before importing the whole spreadsheet.


This import adds the contact to the Customer record > Customer Lists tab > Contacts tab.


1. Go to Utilities > Utilities > Import Data and click Run It. The Data Import window opens
2. In the Source Filename field, browse for your import file. (when browsing for your file, make sure you are search “All Files”)
3. In the Destination table drop down, select CustCont
4. You will see a preview of your spreadsheet in the grid
5. Click start.
6. You will be asked if you want to backup your data. You should be regularly backing up your data, so usually people click No to skip the backup.
7. When the import is complete you can close the Data Import window and look in the Customer module for the site customers you imported. You can go look up the customer record for the contact you imported, click the Customer LIsts tab > Contact tab.


Step 4 - Export the CustCont table to get the contact UID


1. Go to Utilities > Utilities > Export Data and click Run It
2. In the Export Window, select CustCont
3. Move the following fields from the source field side to the destination field side (keep them in the following order):
CustUID
Name
UID
Email
Phone1
fPhone1
Ext1
PhoneLbl1
Phone2
fPhone2
Ext2
PhoneLbl2
Phone3
fPhone3
Ext3
PhoneLbl3


4. In Output Directory field, select your desktop
5. In the Output Filename, enter CustContTable.csv
6. Click start.
7. When completed, go to your desktop and open the file.


Step 5 - Prepare Cust table update file


1. Open the exported spreadsheet from Step 4 above
2. Change the CustUID column header to UID
3. Change the Name column header to Contact
4. Change the UID column header to ContactUID
5. Save the spreadsheet, it is now ready to import into the Cust table.


UpdateCustTableWithContacts.png


Step 6 - Update the Customer record

(This import will pull the contact onto the Details and Settings tab.)
1. Go to Utilities > Utilities > Import Data and click Run It. The Data Import window opens
2. In the Source Filename field, browse for your import file you prepared in step 5 above. (when browsing for your file, make sure you are search “All Files”)
3. In the Destination table drop down, select Cust
4. You will see a preview of your spreadsheet in the grid
5. Click start.
6. You will be asked if you want to backup your data. You should be regularly backing up your data, so usually people click No to skip the backup.
7. When the import is complete you can close the Data Import window and look in the Customer module for the site customers you imported. They should now show on the Details and Settings tab > Site tab.


Sync with QuickBooks

Now that your customer and contact imports are complete, you can sync SME with QuickBooks to send the customers with the contact in SME over to QB.