Importing/Updating Customers in AmberPOS With Excel

Along with importing customers, we are also able to update any field that you are able to import. For updating customers, please scroll down to the bottom of the article.

 

Importing New Customers into AmberPOS

1.Download the Excel template file Here

2. Open the Excel file to view the example template.

excel.JPG

     

 

Overview of Excel fields for Customer:

MemberID: The memberID of the customer in AmberPOS. (example: 1234567890) - (50 Character Max)

Salutation: The salutation towards the particular customer. (example: Mr) - (30 Character Max)

CustomerType: The type of customer to be designated as in AmberPOS. (example: Regular Customer)

FirstName: First name of the customer. (example: Mike) - (50 Character Max)

LastName: Last name of the customer. (example: James) - (50 Character Max)

Company: The company associated with the customer. (example: ABC inc) - (50 Character Max)

Address: The address of the customer. (example: 123 Main Street) - (100 Character Max)

City: The city that the customer resides in. (example: New York) - (100 Character Max)

ProvState: The province or state that the customer resides in. (example: California) - (100 Character Max)

PostalZip: The Postal code (Zip Code) of the customer. (example: 90210) - (15 Character Max)

Country: The country that the customer resides in. (example: United States) - (100 Character Max)

ShippingAddress: The address of the customer. (example: 123 Main Street) - (100 Character Max)

ShippingCity: The city associated with the customer to ship products sold to. (example: New York) - (100 Character Max)

ShippingProvState: The province or state associated with the customer to ship products sold to. (example: California) - (100 Character Max)

ShippingPostalZip: The Postal code (Zip Code) associated with the customer to ship products sold to. (example: 90210) - (15 Character Max)

ShippingCountry: The country associated with the customer to ship products sold to. (example: United States) - (100 Character Max)

Phone1: The phone number of the customer. (example: 919-012-4567) - (24 Character Max)

Phone1Ext: The extension of the phone number associated with the customer. (example: 301) - (6 Character Max)

Phone2: A second phone number associated with the customer. (example: 818-013-4568) - (24 Character Max)

Phone2Ext: A second extension of the second phone number associated with the customer. (example: 302) - (6 Character Max)

CellPhone: The cellular phone number of the customer. (example: 630-263-7345) - (24 Character Max)

Fax: The fax number of the customer. (example: 639-873-8438) - (24 Character Max)

Email: The email address of the customer. (example: examplecustomer@customer.com) - (100 Character Max)

Notes: Any notes on the customer. (example: great customer!) - (10000 Character Max)

Tax1,2,3Number: The tax numbers on the customer. (example: 9643458) - (25 Character Max)

StoreCredit: The store credit of the customer. (example: $250.00)

AR_Balance: The accounts receivable balance of the customer. (example: $1,253.54)

AR_Limit: The accounts receivable balance Limit per customer. (example: $5,000.00)

Points: The redeemable points balance that the customer for your store has accumulated. (example: 155000)

Active: Whether the customer is active or not. (example: Y or N)

MailingList: Whether the customer has subscribed to your mailing list. (example: Y or N)

EmailList: Whether the customer has subscribed to your email list.

Group: Add the same group name to multiple customers to group them for AR Payments.

SubGroup: Add the same subgroup name to multiple customers to group them for AR Payments.

UseCustomInterestRate: If the custom interest rate applies to this customer (example: Y or N)

CustomInterestRate: Percentage amount for AR Interest

Attribute1,2,3,4,5: Any extra attributes associated with the customer. (example: Male, 23 years, 196lb)

 

3. Go to File in the top right corner of the screen and select Save to save your excel file.

file_save_excel.JPG

 

4. Open AmberPOS and Login

5. Access the Customers Menu, then select Import Customers after selecting the More>>> option. (Scroll to the bottom of this article if you are looking to update existing customers).

moreeee.JPG

 

6. Select Import Customers.

import_customers.JPG

 

7. Select Customer_Import_Template.xlsx File

 

8. Overview:

matchcustomer.jpg

     Step 1: Match up each of the AmberPOS fields on the left to the Excel columns on the right or press the Match By Name Button to match the AmberPOS field name to your column name in Excel.

     Step 2: Select OK to proceed with the import.

 

 

9. A prompt will appear notifying you of a successful import.

 

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10. If you want to roll back the changes made, access the customer menu again and select Roll Back Last Import.

roll_back_last_import.JPG

 

Updating Existing Customers in AmberPOS 

You can do this by having the Member ID OR Customer ID of the existing customer in one column and the customer information populating the relevant fields in the others. When you are going to update AmberPOS will use the Member ID/Cusomter ID to reference which customers to update.

We recommend you try this first in Training Mode, then double check the changes before implementing them on the live database.

1. Open AmberPOS and Login.

2. Access the Customers Menu, then select Update Customers after selecting the More>>> option.

moreeee.JPG

 

3. Select Update Customers.

UpdateCustomers.PNG

 

4. Select your saved excel document. 

5. Overview:

matchcustomer.jpg

     Step 1: Match up each of the AmberPOS fields on the left to the Excel columns on the right or press the Match By Name Button to match the AmberPOS field name to your column name in Excel.

     Step 2: Select OK to proceed with the import.

 

 

6. A prompt will appear notifying you of a successful import.

UpdateCustomerPrompt.PNG

 

Article written with AmberPOS version 4.14.05.05

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