Importing Customer Information

Importing Customer Information is a fairly straightforward process. If you have your customer information in another program, you will need to export that information into one of the RentalDesk Import Sheets before you can import your information. Once you have your data formatted, then follow these instructions.

There are specific rules that must be followed when importing customer information.

1)

Do not delete or modify the first row of field names

2)

Enter the correct data type for each field, do not exceed the maximum text lengths, and always fill in mandatory fields. The table below lists the specification

FIELD NAME MEANING (Notes) TYPE / LENGTH REQUIRED Name Text, Max 50 Yes Supplier True or False Yes Customer True or False Yes VAT Number Text, Max 30 Supplier_Acc_Ref Should be the same as your acct sys. Text, Max 30 Customer _Acc_Ref Should be the same as your acct sys. Text, Max 30 AddressLine1 Text, Max 50 AddressLine2 Text, Max 50 AddressLine3 Text, Max 50 Town Text, Max 50 County (State) Text, Max 25 Post (zip) Code Only the code is expected, e.g. UK Text, Max 25 Country Text, Max 25 Telephone Text, Max 25 Fax Text, Max 25 Mobile Text, Max 25 Email Text, Max 70 Web Text, Max 70 Contact Text, Max 35

3)

Just like with Barcode entries in Equipment CSV file, repeat an entire row for each Contact you will to associated with a single Company.

In the zip file of the import sheets you will find and example of how an Address CSV files should be filled in.