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Customer Details can be exported from SliQ Invoicing and Quoting
into a file and then imported into a copy of SliQ installed on a
different PC.
When the file is imported, the customer details are MERGED
with those already held within SliQ.
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Note: The
purpose of the customer import/ export is to allow separate,
installed copies of SliQ to have the same lists of customers, e.g.
if two Sales people are independently invoicing customers and
adding new details to their own copies of SliQ.
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To import customer data, make sure the Customers &
Statements tab is selected and press the Import button as shown in the following
picture.
A File Open dialog will be
displayed.
Find and select the file you wish to import and press
Open.
Explanation of
Merged Data
When SliQ imports a set of customer details it merges the data
in the imported file with the customer details already held within
SliQ.
When the data is merged:-
| 1.
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If the imported file contains details for customers not already
present in SliQ, the customer details are added. |
| 2.
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If the imported file contains details for customers already
present in SliQ, the existing details are overwritten, e.g. the
address information is overwritten. This means that if an invoice
is printed for the customer, it will be printed with the new
address information. |
When SliQ imports customer data, the imported data is taken as a
match for an existing customer if the customer names match. SliQ
will ignore any difference in case between the names. This is shown
in the following table:
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Imported Name
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Name Already in SliQ
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Match?
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Fred Jones Ltd
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fred jones ltd
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Yes
Details will be overwritten.
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Fred Jones Ltd
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Fred Jones
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No
Fred Jones will be added as a new customer.
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See Also
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