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Importing Contacts

Importing Contacts

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Importing Contacts

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This is for importing Contacts (Customer and Suppliers) into Evopos from a CSV file

Evopos also has an Export option that will create the file in the same format (Useful for copying from one database to another).

If you are creating the file (Not using a file that has been exported from Evopos), you would normally use a spreadsheet such as Excel to modify it. It is a good idea to keep a copy of the original file in case any mistakes are made (Normally select Save As and change it ot a CSV format at the same time). Ensure the data is in following column order. Fields in red are optional. Make sure you save the file in CSV format (Select Save As and select CSV as the Format Type). You would normally save to an easily accessible location such as: C:\Evopos\Import\Customers.csv

Notes: See General / Importing Data and Working with Excel for more information.

Column

Contacts field name

Description

A

Name

Business or person name. Person names should be added with surname first followed by a semi-colon (;) and then the first name. (E.g. BLOGGS; JOE). This ensures that names are listed and grouped by surname. (Note: The ; will convert to , on import as , can disrupt a CSV file)

B

Address 1

First line of the address

C

Address 2

Second line of the address (leave blank if can fit in Address 1)

D

City

Name of Town/City

E

State/County

Name of State/County

F

Postcode

Postcode/Zipcode (Note: Keep format the same)

G

Web Address

Website URL (For example www.evopos.com)

H

Contact Person

Name of main contact. Can be entered normally (E.g. JOE BLOGGS)

I

Greeting

A friendly greeting for SMS / Email such as: Joe, Joey, Bloggsy, Mr Bloggs, Sir

J

Licence Number

Driving Licence number

K

Email Address

Main email address

L

Phone (Work)

Work telephone number

M

Phone (Mobile)

Mobile telephone number

N

Phone (Home)

Home telephone number

O

Fax

Fax number

P

Notes

Any additional information related to the contact

Q

Customer Number

Evopos automatically assigns customer numbers to imported contacts. Edit this field to over ride the auto-assigned number.

R

Tax Number

Used for company tax number if applicable

S

Contact Category Name

E.g. SUPPLIER, RETAIL, EMPLOYEE etc.

T

Credit Days

Allocated amount of days for aging credit

U

Amount Owing

Amount currently outstanding on account

V

Bank BSB

Sort / BSB Code for bank

W

Bank Account No

Customer's bank account number

X

Bank Account Name

Name of customer's Bank

 


To import Contacts:

It is recommended to take backup before importing incase of any unforeseen issues.

1.In Evopos, go to Settings > System > Contacts, select Import Contacts from Evopos CSV file from the Maintenance options and select Run

2.Select the appropriate CSV file and confirm options.

Note: There are also other Export and Import options for LDAP (Contacts sync) and PAF (PostOffice Address File). See Settings > System > Contacts