This Help Article covers:
All Accounts are imported as Customers, then once imported Supplier Accounts need to be created as a Linked Supplier to the Customer.
Katipolts Customer Importer has been built to cater for the many formats that other systems export their Accounts data. As part of the import, column headers of other systems can be mapped to the Account fields of Katipolt.
Importing Customers into Katipolt is done by loading up to 3 CSV Files, then Importing them. The 3 CSV Files being:
Customer CSV - Used to import the general Customer information
Contact CSV - Used to import the People of a Customer
Location CSV - Used to import Locations where Customers have multiple Work Locations
💡 TIP: Before importing any files, they should be checked for correctness, good data in means good information to work with in Katipolt.
TIPS to formatting the Customer Import File
Importing the Customer Import File does not update existing Customers/Suppliers. If the Customer/Supplier exists in Katipolt, the Import "Skips" that Customer/Supplier of the Customer Import File and moves on to the next Customer of the Customer Import File.
The fields of the Customer Import File have limits on the characters that can be imported, chech the field to be imported in Katipolt to see what the character limits are. For Addresses, Launch the Address Details to see the character limits of each field.
If a Customer's Contact does not have a "First Name", the "First Name" is created using the Customer's "Name" as the "First Name"
To Import a Customer/Supplier CSV File
Quick Flow:
Customers Side Menu
“More” (3 dots) menu > “Import from CSV” Option
Customer CSV > [CHOOSE FILE] OR Drag & Drop
Map > [NEXT] / [SKIP]
Contact CSV > [CHOOSE FILE] OR Drag & Drop
Map > [NEXT] / [SKIP]
Location CSV Optional > [CHOOSE FILE] OR Drag & Drop
Map > [NEXT] / [SKIP]
[IMPORT]
[FINISH]
1. From the Side Menu, Press Customers to display the Customer List
2. From the Customer List, Press the “More” (3 dots) menu and Select the option “Import from CSV” to display the Import Customers Popup
3. From the Import Customers Popup's Wizard, work across the top prompts, either uploading the CSV Files and mapping the fields when prompted or skipping
💡 TIP: A CSV File Template with the preferred column headers is available for each of the 3 CSV File imports, at the 3 select locations of the Popup Wizard just Press on the [DOWNLOAD TEMPLATE] button to download
4. When you have finished selecting the CSV Files and mapping the fields, or have skipped selection, Press [IMPORT] to upload the CSV Files, then Press [FINISH] to complete
To Add a Linked Supplier
Quick Flow:
Customer Overview Window
"More" (3 dots) menu > Create linked Supplier Option
Create linked Supplier Popup > [CREATE]
Sometimes the new Supplier is already a Customer. As they will share the same data, you need to create a Linked Supplier for the Customer.
1. From the Customer Overview Window, Press the "More" (3 dots) menu and Select the option "Create linked Supplier" to display the Create linked Supplier Popup
2. From the Create linked Supplier Popup, Press [CREATE]
The Supplier will create, displaying a Banner advising the Supplier is linked to a Customer
