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Importing Customers

Importing Customers

Indigo8 Enterprise allows you to import customer. This document outlines the process for importing customer data into the Customers section of Indigo8 Enterprise.

There are two steps to this process:

  1. Create an Excel file containing your customer details, ensuring it meets the specified format and requirements.

Below are two important rules for preparing your contact file for importing:

Rule #1: The file must include a header line. This means that the first row in your file should describe the content of each column. For example, "Customer," "Customer Number," Street Address", can serve as headers. You have the flexibility to include as many columns as needed.
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Rule #2: The file must be saved with a .csv extension. When saving your file, please select ".csv Format" from the dropdown list before clicking "Save."
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  1. Import the prepared Excel file directly into the system.

 

Step By Step

  1. Click on arrow and select Contacts

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  1. Make sure that you are in the customers tab.

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  1. At the bottom of the screen, click the “Import Customers”

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  1. A new window will open. Drag your contacts file into the panel on the left-hand side of the screen, and the names of each column will automatically upload in that space.

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Note : If you have chosen the incorrect file, simply click Clear File button and drag the file on again.

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  1. When mapping your fields, drag the desired field from the left panel into the middle panel, placing it to the left of the arrow. Next, drag the corresponding matching field from the right panel into the middle panel, positioning it to the right of the arrow.

For example, if you have a "Customer" field in your contacts file, you would assign it to the "Customer Name" field in the Contact.

Note: Customer Name and Trading Entity are required.

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Here are a few important points regarding the import function:

  • If you make a mistake while dragging fields to the middle panel, simply click on the item and drag it back to its original position to remove it from the middle panel.

  • In the middle panel, ensure there is one item on the left side of the arrow and a matching item on the right. The import function will not work if this is not done.

  • Make sure to Uncheck the “Update Customer by customer #”, since you are going to import new customer.

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  1. Click Import Button.

  2. Once the import is successful, a window will open displaying a summary of the newly created customers.

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If you search for the new customer, you will see they have been created.

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This guide helps you understand how to define and use template names.

If you regularly import files with the same headings, creating a template can significantly speed up the process. For example, if your file always includes “Street Address”, “Street City” and “Street State” you can save this set of headings as a template.

Here's how to create a template:

  1. Click the "Add" button.

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  1. Type the desired name for your template.

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  1. Click "Save" at the bottom of the window.

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  1. The template will then appear in the template drop-down list. And a pop-up message of Template added successfully will show.

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Important: To delete a template, select it from the drop-down list and click the trash can icon to the right of the template box.