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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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Please keep in mind the specifications indicated on the Excel sample file, including the limit of characters allowed to avoid issues during the process. |
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Add or Update Customers
To add new customers, or modify existing ones, do the following instructions:
Go to Setup and select Data Import.
Select Customers from the dropdown menu.
Download the file you’ll use to add your information. There are two options:
Empty Template. If you are adding customers for the first time, use this template.
Existing Customers. If you’ve previously added customer to your account, download this file that contains the existing information, and modify it as needed.
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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