Importing Customers - Revision history

Marks at 11:46, 11 October 2013

2013-10-11T11:46:45Z

2012-10-26T17:30:33Z

Step 1: Prepare the Billable Customer import:

2012-10-26T17:30:17Z

Step 4: Prepare the Site Customer Import

2012-10-26T17:29:35Z

Step 1: Prepare the Billable Customer import:

2012-05-17T16:31:15Z

Step 4: Prepare the Site Customer Import

2012-05-17T16:28:33Z

Step 1: Prepare the Billable Customer import:

2012-05-17T16:27:14Z

2012-05-16T20:55:58Z

2012-05-16T20:52:17Z

Step 4: Prepare the Site Customer Import

2012-05-16T20:26:26Z

@@ Line 1: / Line 1: @@
-When importing customers, you will need the following:
+To import customers, you will need the following:
 <br>Spreadsheet with your billable customer
 <br>Spreadsheet with your site customers indicating the parent for that site (If you are using parent/ child structure)

@@ Line 15: / Line 15: @@
 == Step 1: Prepare the Billable Customer import: ==
 <br>1. Open Excel and create columns for the site and billing tab based off image 1 below.
-<br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. **Customer names must be no longer than 40 characters if you will be syncing the customer to QuickBooks**
+<br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. '''**'''Customer names must be no longer than '''40 characters''' if you will be syncing the customer to QuickBooks'''**'''
 <br>3. In the '''IsBillable''' column, enter TRUE for each row
 <br>4. If the customer needs to sync to QuickBooks, create a column for '''QBExport''' and enter TRUE in each row.

@@ Line 65: / Line 65: @@
 <br>1. Open an Excel file
 <br>2. Prepare the column headers as shown in the below screenshot
-<br>-  Column A - F is for the ''site'' information (Name, Address1, Address2, City, St, Zip)
+<br>-  Column A - F is for the ''site'' information (Name, Address1, Address2, City, St, Zip) '''**'''Name must not be longer than '''40 characters''' if you are syncing the customer record to QuickBooks'''**'''
 <br>-  Column G - M is for the ''parent'' info (BillingUID, BillName, BillAddress1, BillCity, BillSt, BillZip)
 <br>[[File:SiteImportSpreadsheet.png]]

@@ Line 15: / Line 15: @@
 == Step 1: Prepare the Billable Customer import: ==
 <br>1. Open Excel and create columns for the site and billing tab based off image 1 below.
-<br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info.
+<br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. **Customer names must be no longer than 40 characters if you will be syncing the customer to QuickBooks**
 <br>3. In the '''IsBillable''' column, enter TRUE for each row
 <br>4. If the customer needs to sync to QuickBooks, create a column for '''QBExport''' and enter TRUE in each row.

@@ Line 73: / Line 73: @@
 <br>- ''' QBExport''' - if you want the customer to sync to QB, enter TRUE in the column
 <br>- '''IsActive''' - value in column is TRUE to make sure customers have an active status
-<br>-  '''TaxGroup and TaxGroupUID''' - as described in the parent import
+<br>-  '''TaxGroup and TaxGroupUID''' - as described in the parent import - you will need to get the UIDs out of your SME database.
 <br>-  '''Terms and TermUID''' - as described in the parent import
 <br>[[File:CustomerImport_AdditionalColumns.png]]

@@ Line 23: / Line 23: @@
 <br>5. Enter a column for '''IsActive''' and enter TRUE in each row
-<br>6. If there are other fields you want to import into such as Terms, TaxGroup, Business Type, you will need to export the tables to get the UID as described above.
+<br>6. If there are other fields you want to import into such as Terms, TaxGroup, Business Type, you will need to export the tables to get the UID as described on [[Before Importing - About UID]].
 <br>[[File:CommonFieldsInCustomerImport.png]]
@@ Line 36: / Line 36: @@
 <br>[[File:CustTableColumnHeaderNames.png]]
 == Step 2: Import the Billing Customers ==

@@ Line 2: / Line 2: @@
 <br>Spreadsheet with your billable customer
 <br>Spreadsheet with your site customers (If you are using parent/ child structure)
-<br>To review parent child structure, please click [[Customers]]
+<br>To review parent child structure, please see the video on adding customers by clicking '''[[Customers]]'''
 <br>First you will import your billable customer (parent)