Import into the Customer Master

There is a program which will take input from a CSV format file to update one designed field in the A/R Customer Master records.  For example, you would like to update the Finance Charge field on the Customer Master from N to Y, this program allows the ease of that change.  The import program is found in:

• Accounts Receivable (Module 2)
  • ​Customer Master file (Task 17)
    • ​Update Customers from Import (Sub-task 8)

NOTE:  to get a listing of your customer numbers, export the Customer Master file and the ‘massage’ the columns/rows to fit the columns/rows needed to import data back into the Customer Master

The format of the .csv report is:   Customer account #, field of choice, X

The first row of the file must contain headers (columns 1 and 3 can have anything in them), however column 2 MUST be a valid customer file internal field name.  Go to sub-task 8 (Update Customers from Import), and press the TAB key for a list of valid field names to use in the import report.  

Column 1, starting with row 2, are the customer numbers (use numbers, not names)

Column 2, starting with row 2, contain the actual information that will be imported.

Column 3, starting with row 2, each row MUST be a populated with an `X' as a placeholder to ensure the proper column usage.  Any column after the 3^rd column will be ignored

Below is an example of what the .csv report would look like if all the customers who will retain a N for Finance Charge are deleted from the report (they could be left in too…just be sure the information in Column 2 is correct):

When you are ready, save the file as a .csv in the folder described in the Export document (i.e. /u-mvs/dsk0/trash/210001).   In sub-task 8, type in the name exactly as the way you saved it, including the .csv.    If you get an error code 17, it means there is probably a ‘permissions’ issue, please see your IT person for assistance.