Customer import

In this procedure you can import customers from text files to the customer register. The procedure is mainly used to load/import new customers. But it is also possible to update customers that already exist in the customer register. If the customer number that you import from the file already exist in the system, that customer will be updated. For the customers you select which default values that should be used. You there select the customer type, and customer status.

If the imported new customer's language in the text file is not registered in MONITOR G5, then English will be used by default for the customer. However, it is possible to import a customer and use an inactive language, as if the import was made before you deactivated the language.

Import file

In the Import file box you enter the path to the file from which you will import data. To start the import click the button Import in the toolbar. All data will be loaded to the list in the Loaded records box. You can manually add and delete rows. You can also filter to decide which rows to see. To complete the import you must check the box Include for the rows you wish to save and then click Save . When you save, the included rows will be removed from the list.

Format templates

You can configure the format of the file at the time of the import. You can create a temporary format or a format template which can be used again. The function Format templates is found in the backstage of the procedure. There you can select for which columns data should be loaded/imported. For the content of the file you can also configure which limiters should be used as column limiter and decimal limiter. Furthermore you can enter a specific number of initial rows which should be skipped during the import.

Read more about format templates.