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Excerpt

Komet Sales allows you to use an Excel file with a certain structure in order to upload Customers into the system. You will also be able to update customers from this screen. This article explains how to carry out the process.

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Excerpt

In this article, you will learn how to quickly import and update Customers in Komet Sales using an Excel file with a specific structure.

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User Roles: Admin.

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Please keep in mind the specifications indicated on the Excel sample file, including the limit of characters allowed to avoid issues during the process.

Instructions

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Add or Update Customers

To add new customers, or modify existing ones, do the following instructions:

  1. Go to Setup and select 

Settings.The 

  1. Data Import

 screen will open. The first step is to select the type of information you want to upload. Select Customers. From this screen, users can upload the Excel file with all the Customers to be imported into Komet Sales. Download here an example of the Excel file.
  • If you are going to carry out this process without having any customer previously uploaded. you can download the empty template. On the contrary, if you want to update some settings and information for customers already charged into the system, download the Excel file of your customers.
  • Upload the file into the selected area and wait a couple of seconds.
  • An email notification will be sent with the results of the importing process. If the process is successful, an email will be sent to the logged user. If some register cannot be uploaded, the system will email a link with the discrepancy details and the reasons for the importation interruption.
  • Once the information is uploaded, we recommend you to validate if the information has been correctly imported into the Setup>>Customers screen.

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    The red fields in the Excel file are required, while the green ones are optional.

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    1. .

    2. Select Customers from the dropdown menu.

    3. Download the file you’ll use to add your information. There are two options:

      1. Empty Template. If you are adding customers for the first time, use this template.

      2. Existing Customers. If you’ve previously added customer to your account, download this file that contains the existing information, and modify it as needed.

    4. Upload the file by dragging it to the area, or by clicking and selecting it from your files.

    Once the import is complete, the user will receive an email containing the results. If there are any discrepancies, an email will be sent with a link to the details and reasons. You can validate the imported information from the Setup > Customersscreen.

    When you download a template file to fill with your data, the columns will be color coded. These colors indicate if the information is required, optional, or only applies to Multi-Location Companies. The colors have the following meanings:

    • Blue. This information is only required for Multi-Location Companies.

    • Green. This information is required.

    • Red. This information is optional.

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