Customer Info Import

After the customer information has been updated in the worksheet generated from Customer Info Export and the resulting saved tab-delimited text file as been moved to the server using the Select a File to Upload utility, the modified customer information can be re-imported using this Customer Info Import.

The prompts are:

DATE FORMAT

Accept the date format default as defined for your company in Company Information, or enter the format used on the spreadsheet and import file.
i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy

IGNORE BLANK FIELDS

Check this box if blank data fields on the import file should be ignored so that existing data in those fields is not removed.

Uncheck this box if blank data fields on the import file should be imported as blank values replacing existing data in those fields.
When blank values are Not ignored the following fields become mandatory: Customer Name, Alpha Key, Statement Output, PO Required.

Note: Blank values in the 'Secondary Customer Type' to avoid adding meaningless "blank" records.
'Insurance Notes' columns will always be ignored as a separate import spreadsheet is provided for these comments.

Proceed ?

Click ACCEPT to initiate the import, or CANCEL to abort.
If the import was initiated, a spreadsheet listing the records to be changed is generated for review purposes.
Any data errors are listed on the last column of the spreadsheet.
Confirmation to update the customers is then required.

Note: All Customer numbers on the import file must already exist in the Customer Information table or they will be ignored on the import.
i.e. This utility cannot be used to add new customers.

Proceed with Import?
Confirmation to import the data is required, and if there are errors the option is provided to proceed with the import for only the records that have no errors.

Errors could include:

"INVALID DATE FORMAT - INSUR EXP DATE"
"SURVEY MUST BE Y, N OR BLANK"
"INVALID NO CHARGE WEEKEND CODE"
"ON ACCOUNT MUST BE Y, N OR BLANK"
"PO MUST BE Y, N, H, OR BLANK"
"FINANCE CHARGES MUST BE Y, N OR BLANK"
"STATEMENT OUTPUT MUST BE Y, N, I OR BLANK"
"DAMAGE WAIVER MUST BE Y, N, O OR BLANK"
"DAMAGE WAIVER BY CUSTOMER MUST BE Y, N OR BLANK"
"CALCULATION METHOD MUST BE G, N OR BLANK"
"RESPECT GROUP WAIVER TYPE CONTROL MUST BE Y, N OR BLANK"
"INVALID SECONDARY TYPE"
"INVALID CUSTOMER TYPE"
"INVALID CREDIT RATING"
"INVALID TERMS CODE"
"INVALID LOYALTY CODE"
"INVALID MATRIX RATE TYPE"
"INVALID CURRENCY CODE"
"INVALID TAX 1 CODE"
"INVALID TAX 2 CODE"
"INVALID CUSTOMER #"
"INVALID SALESMAN"
"INVALID COLLECTOR"
"INVALID SECONDARY TYPE"
"INVALID REWARD CODE"
"INVALID PRICE LEVEL"
"INVALID RATE LEVEL"
"DUPLICATE CUSTOMER"
"RENTAL CAP MUST BE Y, N OR BLANK"

A record is written to the Audit Log to track changes made in pricing by the Customer Pricing category and changes made to the address in the Customer Information by the Change Cust Info From Doc category.

Note: A record lock could occur on ARCF if another operator is viewing one of the customers in the import file.
The import will re-try until the locked customer record is released.