RCM:Importing company customers from CSV file
From RCMWiki
It may be very practical to import all company customers in a single operation rather than crating records for each single one.
To import company customers from CSV file, you should first prepare such file and then import it to RCM.
Preparing a CSV file
To prepare CSV file, perform the following steps:
1. Create a new customer.
2. Export data to a CSV file.
3. Use your favourite editor (e.g. Microsoft Excel, OpenOffice Calc, etc.) to add necessary records to the CSV file. You can use this file as a template if you want to match records between RCM and your existing database.
4. Save the file in CSV format.
To match records between RCM and your existing database create a new employee (if none have been created before) you can use this CSV as a template to export a CVS file from your databse automatically.
Importing customers from a CSV file
1. Click Company Customers in the navigation menu.
2. Click 
Import from CSV in the action bar at the top.
3. Enter the path to the CSV file containing company customers or click Browse button and point to the folder where this file resides.
4. Click Upload.
NoteBy default all company customers contacts are pushed to all company's phones. This behavior can be changed. |
Example of CSV file containing company customers (view using MS Excel 2007):
The CSV contains the following default fields: First Name, Last name, Title, Company name, Mobile number, Office number, Fax number, E-mail.
NoteUse "" for empty fields and ',' (comma) for separate fields. |
See also:
