Menu Path: Customer > Membership Program > Member Card > Membership Import
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| This function is to transfer in the Membership details from CSV (delimited) file to EMP software. |
Sometimes, you may receive multiple registration for new membership cards in a day.
Therefore, instead of typing in the each customer's details in the EMP software, you may ease the registration by key-in each customer's details in Excel - CSV file, and later upload it in EMP software.
It is advised to upload it on daily basis if you are receiving large number of member card registration everyday.
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Step 1: Click file link: 'Download Template File'
Notes:
- select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
- default format is “comma” delimiter
Step 2: Fill in the data
| No | Field Name | Data Type | Remarks | Where to find | Sample Data |
|---|---|---|---|---|---|
| 1 | ACC_TYPE | Integer | Compulsory, Only accepts values 10 (corporate) or 20 (personal) | 20 | |
| 2 | DOB | String in the following format (yyyy-mm-dd) | Compulsory | 1988-07-24 | |
| 3 | FIRST_NAME | String with Maximum (50) Characters | Compulsory | John | |
| 4 | GENDER | String with Maximum (20) Characters | Compulsory, Male / Female | Male | |
| 5 | LAST_NAME | String with Maximum (50) Characters | Compulsory | Tee | |
| 6 | MEMBER_CARD_NO | String with Maximum (50) Characters | Compulsory | 147852 | |
| 7 | MEMBER_TYPE | String with Maximum (20) Characters | Compulsory, Privilege / Corporate / Gold / Platinum | or can change under Drop Down List | silver |
| 8 | VALID_FROM | String in the following format (yyyy-mm-dd) | Compulsory | 2019-01-01 | |
| 9 | VALID_TO | String in the following format (yyyy-mm-dd) | Compulsory | 2019-12-31 | |
| 10 | MEMBER_CARD_LOGIC | String with Maximum (100) Characters | must match existing member card logic | or can change under Drop Down List | silver |
| 11 | SALESMAN | String with Maximum (200) Characters | must follow the username | ||
| 12 | COMPANY_REGISTRATION_NUMBER | String with Maximum (50) Characters | |||
| 13 | CREDIT_LIMIT | Floating Point Number | |||
| 14 | CREDIT_TERMS | Integer | |||
| 15 | String with Maximum (255) Characters | ||||
| 16 | FAX_NO | String with Maximum (30) Characters | |||
| 17 | MAIN_ADDRESS1 | String with Maximum (100) Characters | |||
| 18 | MAIN_ADDRESS2 | String with Maximum (100) Characters | |||
| 19 | MAIN_ADDRESS3 | String with Maximum (100) Characters | |||
| 20 | MAIN_CITY | String with Maximum (100) Characters | |||
| 21 | MAIN_COUNTRY | String with Maximum (40) Characters | |||
| 22 | MAIN_POSTCODE | String with Maximum (20) Characters | |||
| 23 | MAIN_STATE | String with Maximum (20) Characters | |||
| 24 | MOBILE_PHONE | String with Maximum (30) Characters | |||
| 25 | POINTS_BALANCE | Floating Point Number | |||
| 26 | TELEPHONE1 | String with Maximum (30) Characters | |||
| 27 | TELEPHONE2 | String with Maximum (30) Characters |
Excel sample:
Step 3: Save file, save as comma separated values (.csv) format
Step 4:Upload file
Sample of Error Message:
- If the file is not successfully uploaded, please refer to the column with RED color background
- Please move the cursor to the RED color background to see the Error Message
- If this situation happen, please verify and correct the error eg: in the above case, put the add the Member Type Column in the file
- After editing the file, please repeat STEP 4
Notes:
- the file will REPLACE the existing membership with SAME member card number
Related WIKI Pages
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