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Menu Path: Customer > Maintenance > Upload Customer List

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  1. Click file link: 'Download template file'.

  2. Use Open Office Calc to open the template file.

  3. On the next screen, select by SeparatedBy "Comma", Text Qualifier "Double Quotes".
  4. Fill in the template content.

    1. Not all the fields on the template are required, some may be optional. Please refer to field description below. 

    2. You may delete the non required fields at your discretion.

    3. Key in in the contact person that you wish to bring into the system into the template. Kindly refer to the field description if unclear on the data format.

  5. The step by step guide kindly refer to Upload Item Code page. 

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