In this module, learn how to bulk import customers to your TidyStock account. These are the individuals or companies who purchase stock from you.
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Download PDFStep 1.
Go to Import/export under Global Settings.
Click on the customers tab.
Step 2.
Click on the Template CSV file with column headers here link, and then add or copy your data (in this case, Customer data) into the spreadsheet. Note only the required fields identified in the template need to include data, the rest can remain blank if the information is not available.
Step 3.
The Customer import/export provides the ability to set the following columns in the CSV file:
Step 4.
Note: The imported customers are dependent on other pre-existing configurations in TidyEnterprise, in particular Countries and Currencies. Ensure all required fields are correct in the template Code (reqd) must be upper case (e.g. 'ABC123') and cannot contain spaces and special characters, up to 6 characters. The Country (reqd) must be the full name in Countries setting, Currency (reqd) must be same code as in the Currencies list.
Step 5.
Once the template has been completed and saved, click Choose File from the Import screen, and browse to choose the template file you have created.
Step 6.
Once any corrections have been made, repeat this step using the Import option to complete the data import.
Once finished, you will be notified the import was a success. To view the customers on customer list, click GLOBAL SETTINGS > CUSTOMERS.
Step 7.
You can also export customers, click Export All Customer Records on the same screen.
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