Menu Path: Customer > Maintenance > Upload Customer ListContact Person
Step 1: Click file link: 'Download
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Use Open Office Calc to open the template file.
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Fill in the template content.
Not all the fields on the template are required, some may be optional. Please refer to field description below.
You may delete the non required fields at your discretion.
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.
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The step by step guide kindly refer to Upload Item Code page.
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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_CODE | String with Maximum (50) Characters | Compulsory, Must match customer account code | Refer to system customer account | AUTO-4817 |
| 2 | BRANCH_TAX_ID | String with Maximum (100) Characters | |||
| 3 | BRANCH_TAX_RUNNING_NO | String with Maximum (100) Characters | |||
| 4 | BRANCH_TYPE | String with Maximum (100) Characters | |||
| 5 | DOB | String in the following format (yyyy-mm-dd) | |||
| 6 | EMAIL1 | String with Maximum (255) Characters | |||
| 7 | EMAIL2 | String with Maximum (255) Characters | |||
| 8 | EMAIL3 | String with Maximum (255) Characters | |||
| 9 | ETHNIC | String with Maximum (20) Characters | |||
| 10 | FAX_NO | String with Maximum (30) Characters | |||
| 11 | HOME_PHONE | String with Maximum (30) Characters | |||
| 12 | IC_TYPE | String with Maximum (30) Characters | |||
| 13 | MAIN_ADDRESS1 | String with Maximum (100) Characters | |||
| 14 | MAIN_ADDRESS2 | String with Maximum (100) Characters | |||
| 15 | MAIN_ADDRESS3 | String with Maximum (100) Characters | |||
| 16 | MAIN_CITY | String with Maximum (100) Characters | |||
| 17 | MAIN_COUNTRY | String with Maximum (40) Characters | |||
| 18 | MAIN_POSTCODE | String with Maximum (20) Characters | |||
| 19 | MAIN_STATE | String with Maximum (20) Characters | |||
| 20 | MOBILE_PHONE | String with Maximum (30) Characters | |||
| 21 | NAMEFIRST | String with Maximum (255) Characters | |||
| 22 | NAMELAST | String with Maximum (255) Characters | |||
| 23 | PREFERENCE | String with Maximum (1000) Characters | |||
| 24 | REFERENCE_NO | String with Maximum (30) Characters | |||
| 25 | SALESMAN | Integer | |||
| 26 | SEX | String with Maximum (10) Characters | |||
| 27 | TAX_CODE | String with Maximum (100) Characters | |||
| 28 | TAX_RATE | Floating Point Number | |||
| 29 | TAX_TYPE | String with Maximum (100) Characters | |||
| 30 | TELEPHONE1 | String with Maximum (30) Characters | |||
| 31 | TELEPHONE2 | String with Maximum (30) Characters | |||
| 32 | TITLE | String with Maximum (20) Characters |
Excel sample:
Step 3: Save file, save as comma separated values (.csv) format
Step 4: Upload file
Notes:
- If you want to update the exisiting contact person information under customer data, please make sure the Account Code information is remain the same at upload file
- Tick the "Option" to overwrite Contact Person If the Same Name Exist