Import Customer Data

Import Customer Data

  1. Go to Settings > Data Import
  2. Click on Customer from the list of modules
  3. Click Download Template
  4. The spreadsheet columns are the following and pertains to the fields in Nexgen
    • CustomerNumber (only will show when Auto Number is off) - Customer Number
    • CustomerFirstName - First Name
    • CustomerLastName - Last Name
    • CompanyName - Company Name
    • CustomerType - Type1
    • Status -  Active Checkbox
    • APNNumber - APN Number
    • Address1 - Address 1
    • Address 2 - Address 2
    • County - County
    • Zip - Zip
    • Phone1 - Phone 1
    • Phone2 - Phone 2
    • Fax - Fax
    • Email - Email
    • AddressType - Address Type
    • City - City
    • State - State
    • Country - Country
  5. Go back to Data Import tool in Nexgen
  6. Click on Customer
  7. Click Upload Data
  8. If the data on the screen looks like the way you want it, then click Import Data
  9. If any errors, then click on Download Error Data to Excel
  10. Fix the issues on the spreadsheet and re-import the file
  11. Check in Customer module to make sure the Customer(s) imported are showing in the module

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