The Import Customers process provides an easy way for you to import your customers that you may have exported from another system.  A Sample import file is included when you install BizWizard Order Manager.  This file may be found at:   C:\BizWizard Order Manager\Sample Import Files\

 

There are two files, an Excel Spreadsheet (easier to work with if you have a spreadsheet program) and an ASCII Tab Delimited version of the spreadsheet.  When you are ready to import your customers, if you’re working with the spreadsheet, you will need to save the spreadsheet as an ASCII Tab Delimited text file which is the file that will be used for the import.

 

For now, let’s take a look at the import spreadsheet:

 

 

 

The first row of the spreadsheet contains the column header names and this row is in green.  All Columns are required for the import, however data in certain columns may be left blank.  Let’s review each column of data:

 

Field Name	Data Type	Length	Decimals	Required?
CUSTOMER ACCOUNT NUMBER	Numeric	10	0	Yes
CUSTOMER NAME	Character	75	0	Yes
ATTENTION LINE	Character	75	0	Yes
MAIN VOICE TELEPHONE	Character	20	0	No
MAIN FAX TELEPHONE	Character	20	0	No
SALES REPRESENTATIVE	Character	50	0	Yes
TAX EXEMPTION NUMBER	Character	50	0	No
CREDIT LIMIT	Numeric	10	2	Yes
PAYMENT TERMS	Character	50	0	Yes
BILLING ADDRESS LINE ONE	Character	50	0	No
BILLING ADDRESS LINE TWO	Character	50	0	No
BILLING CITY	Character	50	0	No
BILLING STATE	Character	20	0	No
BILLING ZIP CODE	Character	10	0	No
BILLING ADDRESS COUNTRY	Character	100	0	Yes
SHIPPING METHOD	Character	50	0	Yes
SHIPPING ADDRESS LINE ONE	Character	50	0	No
SHIPPING ADDRESS LINE TWO	Character	50	0	No
SHIPPING CITY	Character	50	0	No
SHIPPING STATE	Character	20	0	No
SHIPPING ZIP CODE	Character	10	0	No
SHIPPING ADDRESS COUNTRY	Character	100	0	Yes
CREDIT CARD ON FILE NAME ON CARD	Character	50	0	No
CREDIT CARD NUMBER ON FILE	Character	20	0	Yes/No
CREDIT CARD EXPIRATION DATE(MM/YY)	Character	5	0	Yes/No
CREDIT CARD BILLING ADDRESS	Character	50	0	Yes/No
CREDIT CARD BILLING CITY	Character	50	0	Yes/No
CREDIT CARD BILLING STATE	Character	2	0	Yes/No
CREDIT CARD BILLING ZIP CODE	Character	10	0	Yes/No
CONTACT NAME	Character	50	0	No
CONTACT JOB TITLE	Character	50	0	Yes/No
CONTACT E-MAIL ADDRESS	Character	150	0	No

 

In the above table, the field names in Red Text Color indicate these are referenced columns.  This means that these columns refer to existing items in BizWizard Order Manager™.  For instance, the Sales Representative should contain the name of an Associate that is already in BizWizard Order Manager.  However, if you put the name of an Associate in this column and it doesn’t exist, BizWizard Order Manager will create it. 

 

There are some fields that are required but only if another field is provided.  These columns have been identified as “Required Yes/No”  What this means for instance is:

 

If you provide a “CREDIT CARD ON FILE NAME ON CARD” data, then you must also provide the following Columns of Data:

 

v  CREDIT CARD NUMBER ON FILE

v  CREDIT CARD EXPIRATION DATE(MM/YY)

v  CREDIT CARD BILLING ADDRESS

v  CREDIT CARD BILLING CITY

v  CREDIT CARD BILLING STATE

v  CREDIT CARD BILLING ZIP CODE

 

Likewise if you provide a “CONTACT NAME” then you must also provide the following column of data:

 

v  CONTACT JOB TITLE

 

In the same manner, if you did not provide a “CREDIT CARD ON FILE NAME ON CARD” then you may also leave the rest of the fields blank that are Yes/No Required.  Likewise, if you did not provide a “CONTACT NAME” then you may leave the “CONTACT JOB TITLE” blank.

 

NOTE: It is important to understand that ALL columns of data must be present in the import, even if the values in a column of data are blank for all rows.  Do not delete columns of data and do not add additional columns of data to the import spreadsheet as this will cause the import to fail and create import errors.

 

After you have created your data in Microsoft Excel or whichever spreadsheet program you use, simply save it as a Tab Delimited Text File.  For example, in the following screen shot, we have chosen to “Save as type” of “Text (Tab delimited) (*.txt)” – The following example is from Microsoft Excel 2010.  If you are using a Different Version of Microsoft Excel or a Different spreadsheet program, you may need to consult the help documentation that came with your spreadsheet program on how to save a spreadsheet as an ASCII Tab Delimited Text File:

 

 

Once you have saved the spreadsheet, we will then import the ASCII Tab Delimited Text File.  To begin the import, From the Customer Accounts Menu, select Import Customers as shown below:

 

 

This will bring up the following Window where you will select the ASCII Tab Delimited File you created in the previous step:

 

 

If the Tab Delimited File is not in the correct format, you will receive an error message letting you know the format of the file is not readable.  If the import file is in the correct format, the following screen will appear:

 

 

At this point you will map the data you see to fields in BizWizard Order Manager.  At the top of each column is a pull-down list.  Simply select the name of the field that column of data contains.

 

In the case of the Account Number field, you have an option to use the account number you supplied in the import file, or have BizWizard Order Manager automatically generate an account number.

 

Once all fields are mapped, click on the “Next” button in the top right which will bring you to the following screen:

 

 

At this point the customers will be imported and you will receive a confirmation message indicating the import was successful as shown below: