This Help Article covers:

General/Overview:

All Accounts are imported as Customers, then once imported, Supplier Accounts need to be created as a Linked Supplier to the Customer.

⚠️ NOTE: The Customer Import feature is used to import Customer data for the first time, it is not an "Update" feature, I.E. if a Customer of the same name exists, the Customer Import will "skip" creating that Customer and move on to create the next Customer.

Katipolt's 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 three CSV Files, then Importing them. The three CSV Files being:

⚠️ NOTE: The Customer Importer achieves best results when importing all 3 files at the same time, as the data from the 3 files is used to populate specific Customer fields. If Importing the Contact CSV and/or Location CSV file(s) at a different time, specific Customer fields will have already been populated with default data, this default data will not be updated or over-ridden.

⚠️ NOTE: If the Customer CSV only is imported, the Customer's Contact (Primary) and Location will be created using the Customer's "Name".

💡 TIP: Before importing any files, the files should be checked for correctness, good data in means good information to work with in Katipolt.

The Contact and Location Files use the "Customer Name" to place the Contact or Location on the correct Customer, make sure the "Customer Name" of the Contact and Location Files is the same as the Customer File's Customer "Name".

The fields of the Customer Import Files have limits on the characters that can be imported, check 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. Generally, fields with limits display this to the bottom left of the field.

Importing a Customer/Supplier CSV File is done from the "More" 3 dots menu of the Customer List.

Quick Flow:

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 three CSV File imports, at the three 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:

Quick Flow:

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