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View Full Version : How can I import my customer details from a spreadsheet or database?


peterB
22-Jul-2003, 04:13 PM
I have a customer list of 400 customers to insert into the back office of actinic for my client.

The list is supplied as a csv file, I have 'phoned the helpdesk and they say this is not possible.

On further investigation on the knowledge base it says it is possible using a hierarchical file. ref num 495

Is there a way to convert the .csv file into a hierarchical file?

Also in this list, belive it or not there is no email address, is this a required field?

Regards
Peter

Jan
22-Jul-2003, 05:07 PM
The easiest way to do this is to add a customer manually (use one from the list so that the details are the same as you will have), then export your customer details. You will then have the file format to create. I would imagine that it would be easier to do this with some sort of program rather than manually. I'm fairly sure that the email address is mandatory BTW.

I have done this sort of thing with crystal reports in the past, it works nicely because you can easily sort out mistakes.

Regards,

peterB
23-Jul-2003, 08:11 AM
Ok Jan thanks, I'll give it a try