Customer Import

Description

Datapel Inventory Controller Series supports a number of Data Exchange interfaces. Using the DataEx interface configuration information can be IMPORTED and EXPORTED from the ICXE database. 

This feature allow Administrators or Consultants quickly configure the Inventory Management System Workspace with datasets already prepared in Excel or via export from other systems. Likewise, information already entered or captured by an Inventory Controller workspace can be exported to provide External Systems indirect access to stock tracking datasets.


Import Format

The format supported is:

  • TSV (Tab Separated Variables)

Import Header

  • XE import recognises and skips header record.
  •  All Headers must be kept in a particular sequence. 

 

Detail Steps

The following support note describes how the ICXE files should be formed and how they are imported into the ICXE.

1. Create a folder that will be used to hold Import/Export files.

It is recommended that .txt file be named by their import/export type. (Transactions, Items, Suppliers, Customers, Shipping Methods, Custom Lists, Users)

2. Once preparations are complete within Excel save the transaction import file as a text (tab delimited).

3. Select File, Import, Transactions... then selcted the transaction type (All Types, Check In, Check Out, Transfer).

4. Select Import Transactions... and browse for the .txt file. Once selected Open File.

To check the system details of import the Status Report should be used.


CHECKIN HEADERS and FIELDS

Table below Provides an overview of ICXE the transaction headers and a description on each field.

Field

Type

Max

Required

Description

Co./Last Name

AlphaNumeric

52

Y

If the card is a company: company name. If the card is an individual: last name

First Name

AlphaNumeric

20

N

Blank if the card record represents a company, otherwise the first name of the individual

Card ID

AlphaNumeric

16

Y

User defined unique CardID

Card Status

AlphaNumeric

1

Y

Whether the card record represents an individual. Company = ‘N’, Individual = ‘Y’

Address Line 1

AlphaNumeric

255

Y

Postal/Delivery Address Field 1

Address Line 2

AlphaNumeric

255

N

Postal/Delivery Address Field 2

Address Line 3

AlphaNumeric

255

N

Postal/Delivery Address Field 3

Address Line 4

AlphaNumeric

255

N

Postal/Delivery Address Field 4

City

AlphaNumeric

255

Y

City/Suburb/Town for Address Field 1

State

AlphaNumeric

255

Y

State for Address Field 1

Postcode

Numeric

10

Y

State for Address Field 1

Country

AlphaNumeric

255

N

Country for Address Field 1

Phone # 1

AlphaNumeric

21

Y

Customer Phone Number

Fax #

AlphaNumeric

21

N

Customer Fax Number

Email

AlphaNumeric

21

N

Customer Email address

WWW

AlphaNumeric

21

N

Customer Website

Contact Name

AlphaNumeric

25

Y

Customer Contact Name

Salutation

AlphaNumeric

15

N

Customer Greeting Title i.e. MR, Mrs, Miss, Dr….ect.

Notes

AlphaNumeric

255

N

Additional Notes

Identifiers

AlphaNumeric

10

N

Second User defined unique ID

Custom List 1

AlphaNumeric

30

N

CustomList1ID the text contained within the Custom List 1 Card

Custom List 2

AlphaNumeric

30

N

CustomList2ID the text contained within the Custom List 2 Card

Custom List 3

AlphaNumeric

30

N

CustomList3ID the text contained within the Custom List 3 Card

Custom Field 1

AlphaNumeric

30

N

CustomField1 the text contained within the Custom Field 1 Card

Custom Field 2

AlphaNumeric

30

N

CustomField2 the text contained within the Custom Field 2 Card

Custom Field 3

AlphaNumeric

30

N

CustomField3 the text contained within the Custom Field 3 Card

Comment

AlphaNumeric

255

Y

Comment about Customer

Shipping Method

AlphaNumeric

20

Y

Default/Preferred Shipping Method for Customer



1 Datetime format is dependent on your Regional settings either DD/MM/YYYY or MM/DD/YYYY e.g. 23/12/2015 or 12/23/2015 is acceptable.



ERRORS and EXCEPTIONS

  1. If a Required field is missing the transaction group is skipped - an error log is written to SYSTEM STATUS REPORTER
  2. If a field exceeds the specified CHAR WIDTH it will be truncated

Related Information

None


Need Assistance?
Call 1800 137 032 Email support@datapel.com