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Import Customer Information

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Import Customer Information

  1. 1. © 2012 NetDispatcher© 2012 NetDispatcher Uploading customer information from a Microsoft Excel spreadsheet ADDING CUSTOMERS CONFIDENTIAL
  2. 2. © 2012 NetDispatcher Adding Customers • Here at NetDispatcher we are continually striving to make this software more user friendly and easier to navigate. The process of adding a new customer, or customers, has never been easier. 9.1.2017 CONFIDENTIAL2
  3. 3. © 2012 NetDispatcher 9.1.2017 CONFIDENTIAL3 Adding a New Customer Your Customer information is now located under the Maintain section. Click the ”Maintain” button in the top right corner. Under the Maintain Lists select Customers.
  4. 4. © 2012 NetDispatcher 9.1.2017 CONFIDENTIAL4 Adding a New Customer To import an Excel file into NetDispatcher click the ”Import” button. This can be seen below.
  5. 5. © 2012 NetDispatcher Adding Customers Step 1 - After clicking the icon a box appears saying “Import Source.” Select the template you would prefer to transfer the customer information into. Click “Choose File” and select the file from your computer you wish to transfer. Click Next.
  6. 6. © 2012 NetDispatcher Adding Customers Step 2 – After clicking Next the Data Binding box will appear. Click the down arrow on the first box and select which title (or column) from your file you want transferred into each field.
  7. 7. © 2012 NetDispatcher Adding Customers Step 3 – After clicking next another box appears. Read the instructions and check the box if you would like to link this information with existing information in the system
  8. 8. © 2012 NetDispatcher Adding Customers Step 4 – After clicking next another box appears. This box notifies you that the data from your file will begin the importing process after you click the blue “Ready” button. The status of the process will appear in the top right corner.
  9. 9. © 2012 NetDispatcher Adding Customers • Once the import process is complete click the browser’s refresh button. Your new customer information should appear in the customer list.
  10. 10. © 2012 NetDispatcher© 2012 NetDispatcher That concludes this tutorial. Have a wonderful day! THANK YOU!

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