How to import list of known customers?
Posted: Tue Apr 01, 2008 2:57 pm
Hello Dale & Group,
I did search the board and was unable to locate how to do this... Therefore if it exists, my research efforts failed me. :-)
I would like to use multiple systems with customer information, I ultimately would like keep the systems in sync. Either by sweeping customer information out of another system and importing into DHPOS or export the customer list into file. I would like to do this several times a day as new customers are populated in another system first... How do I keep dhpos in sync. I have a great person who is a master at importing/exporting files between systems, but first we need to understand the format.
In Summary....
How to import or export existing customers from DHPOS?
Can I address this individually or as a whole list of new customers?
Thank you,
Greg
I did search the board and was unable to locate how to do this... Therefore if it exists, my research efforts failed me. :-)
I would like to use multiple systems with customer information, I ultimately would like keep the systems in sync. Either by sweeping customer information out of another system and importing into DHPOS or export the customer list into file. I would like to do this several times a day as new customers are populated in another system first... How do I keep dhpos in sync. I have a great person who is a master at importing/exporting files between systems, but first we need to understand the format.
In Summary....
How to import or export existing customers from DHPOS?
Can I address this individually or as a whole list of new customers?
Thank you,
Greg