Import - Customers into ICXE

Description

The 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 to 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 recognizes and skips header record.
All Headers must be kept in a particular sequence (refer to table below and sample attachment file).

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, Customers...

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

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

CUSTOMERS HEADERS and FIELDS

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

The Attachment CUSTOMERSLIST.txt file provides an example file of an Customers List Import.

Field	Type	Max	Required	Notes
Co./Last Name	AlphaNumeric	30	Y	If the card is a company: company name. If the card is an individual: last name.
First Name	AlphaNumeric	30	N	Blank if the card record represents a company, Otherwise the first name if a individual
Card ID	AlphaNumeric	16	N	User defined unique Customer CardID
Card Status	AlphaNumeric	1	Y	N = Active Y = InActive
Address Line 1	AlphaNumeric	30	N	Postal/Delivery Address Line 1
Address Line 2	AlphaNumeric	30	N	Postal/Delivery Address Line 2
Address Line 3	AlphaNumeric	30	N	Postal/Delivery Address Line 3
Address Line 4	AlphaNumeric	30	N	Postal/Delivery Address Line 4
City	AlphaNumeric	30	N	City/Suburb/Town for Address Line 1
State	AlphaNumeric	30	N	State for Address Line 1
Postcode	Numeric	10	N	PostCode or Zipcode for Address Line 1
Country	AlphaNumeric	30	N	Country for Address Line 1
Phone # 1	AlphaNumeric	21	N	Customer Phone Number
Fax # 1	AlphaNumeric	21	N	Customer Fax Number
Email	AlphaNumeric	21	N	Customer Email address
WWW	AlphaNumeric	21	N	Customer Website address
Contact Name	AlphaNumeric	25	N	Customer Contact Name
Salutation	AlphaNumeric	15	N	Contact Greeting/Title i.e. MR, Mrs, Miss, Dr….ect.
Notes	AlphaNumeric	255	N	Additonal Notes about Customer
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	N	Comment about Customer
Shipping Method	AlphaNumeric	20	N	Default/Preferred Shipping Method for Customer

Additional Information

It is recommended that the all customer imports be done in groups of 5,000 items or less.
Larger lists should be broken into lists of 5,000 items or less..

Related Information

None