Visit our website to learn more about ApparelMagic

Importing Customers

For best results, please use the most recent version of your web browser.

To begin, use the left-hand Navigation Bar and select the Customers module.<br>

Select Customers from the sub-menu.

To import customers, click the Actions tab at the bottom of the screen.

Select Import-&gt;Customers.

Click the Download Template button. Go to the .csv file and open it in a spreadsheet editing program to begin working on the import template.

The file contains sample data. You may use this data as a reference, but you should delete it before you upload the file into ApparelMagic.

Enter your customers' information in the same format displayed in row 1.&nbsp;<br><br>The following are required fields for this template:<br>Customer_Name and Active.

Enter 1 under Active if this customer is currently active.<i><b>&nbsp;&nbsp;<br><br></b></i>A system administrator should create values in the Settings module under the Dictionaries sub-menu for the following fields before they can be specified: Division, Terms, and Ship_Via_Name.<i><b><br></b></i>

The Ship_Via_Name field must include the Provider and the Service defined in Dictionaries.<i><b>&nbsp;</b></i>

Next, save your .csv file and drag and drop the file into the Upload tab or click on the Upload tab to select a file.

The Review window will let you review your import and ensure all fields have been filled correctly. Click on an item to evaluate it. Errors will display on the right. Click <b>Import</b> when ready.

If you would like to add locations to already existing customers, select the Locations sub-menu.

Click Actions to download the template.

Click Import-&gt;Locations.

Click <b>Download Template</b>.

Follow the format displayed in row 1.<br><br>The following fields are required for this template:<br>Type, Company, and Location_Name.

Rows 2 and 3 contain sample data. Use this as a reference and then delete it before uploading.

Drag and drop the .csv file or click on the Upload tab and select a file to upload.

Review the information entered and then click Import.

To add people to already existing customers, select the People sub-menu.

Click the Actions tab at the bottom of the screen.

Click Import-&gt;People.

Click <b>Download Template</b>.

Refer to the sample data in row 2 and delete it before uploading.&nbsp;<br><br>The following are required fields for this template: Type, Company, and First Name and or Last Name.

Follow the format given by row 1. Enter Customer as the Type to denote that it is a customer. The company should already exist in ApparelMagic.

Drag and drop the .csv file to upload or click the Upload tab and select your file.

Review the information and click Import.

To add salespeople to already existing customers, select the Salespeople sub-menu.<br><br>All salespeople's information must be entered in Dictionaries before they can be added to customers.

Click the Actions tab at the bottom of the screen.

Click Import-&gt;Customer Salespeople.

Click <b>Download Template</b>.

Refer to the sample data in row 2 and delete it before uploading.&nbsp;<br><br>All fields are required for this template.

Follow the format given by row 1. The company should already exist in ApparelMagic. The commission rate should match that which exists in Dictionaries for the corresponding salesperson.

Drag and drop the .csv file to upload or click the Upload tab and select your file.

Review the information and click Import.

Congratulations! You've learned the steps to importing customers in ApparelMagic.