For users who just started adopting EMP for the first time, there is a need to transfer all your customer information to EMP. That is when Importing Customer Records should be done prior to initiation.
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- Customer > Maintenance > Upload Customer List
- Click on 'Browse' to search the .csv file in your computer.
- Then, click 'Submit'. If an error has occurred in the uploaded file, an error message will be displayed.
For Open Office users:
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- When saving the file, select csv file type.
- Tick the check box for Edit filter settings, then click 'Save'.
- In the Field options box, enter "|" for the Field delimiter and leave the Text delimiter field blank. Click 'OK'.
- These configurations are important. Users may encounter error when uploading customer records if the configuration are not done as shown.
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Wavelet _ Enterprise Management Portal.png (16.8 kB)
Wavelet _ Enterprise Management Portal1.png (266.6 kB)
Save1.jpg (78.6 kB)
Save3.jpg (33.7 kB)
Upload Customer Listing.ods (13.6 kB)
Upload Customer Listing.xls (11 kB)
customer upload.jpg (297.7 kB)