Customers
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      CUSTOMERS - Import

      Add / Change multiple Customers at once through the Import utility

      • Access - Tools > Import CustomerImport
      • ImportOpenConfig option to open a previously saved import configuration / mapping or continue as follows:
      • select the *.xlsx or .csv file location Source using the Browse Files… if this an unsaved Import or Browse Folders… button if this is a previously saved Import
      • select Customer from the Import Type list
      • map fields (including UDFs):
        • select the field under Import File (ie: ‘Customer No’ from your Excel Spreadsheet)
        • select the corresponding field under Spire Fields (ie: ‘Customer No’)
        • click the Match button - matched items will transfer down to lower section, with the option to select those field and click Unmatch
        • continue to Match all fields you want to import 
      • determine whether your spreadsheet CheckBoxCheckedBlue Has Header Row or not (see top)
      • option to select a Destination folder to move the successfully imported file to
      • option to select a Failure folder to move the unsuccessfully imported file to
      • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders
      • click on Import to finish and review the newly imported records in Spire