The Help Article covers:

General/Overview:

Importing Customers into Katipolt is done by loading up to three separate .csv Files, then Importing them. The three .csv Files are:

💡 TIP: Format the three files as 1 spreadsheet, then when formatted split the spreadsheet into three separate files for importing.

💡 TIP: If the Customer file is provided as a “CSV (Comma delimited*) (*.csv)” file, Save it as an MS “Excel Workbook (*.xlsx)” spreadsheet to make it easier to save as you format. This way you can color cells and save, tracking your progress.

1. Ensure the “Customer Name” is in column “A” of the spreadsheet – If not Cut & Insert the "Customer Name" column into column "A"

💡 TIP: If the Member has already been using Katipolt and has entered Customers, you can export the Customers from Katipolt and add to the Customer Names of Column “A”.

2. Add a Filter to the column Headers and filter the spreadsheet by "Customer Name" > “Sort A to Z”

3. Remove the filter

4. Use Conditional Formatting on column “A” to look for duplicates of Customers AND/OR Visually check column “A” for double-ups and similar-looking Customers – Remove any duplicates as needed

5. Swap out current column Headers for Katipolt-named column Headers, removing any redundant columns as needed.

💡 TIP: Import file column Header Templates are available from Katipolt's Customer List's "More" (3 dots) menu > "Import from CSV" option's popup.

6. Split the spreadsheet into Three Sections: Customers, Contacts, and Locations, organizing the column Headers across each Section into the Import Template's column format sequence, inserting missing Katipolt-named column Headers where needed

💡 TIP: Insert a column between each Section to separate, colour the column to make it easier to identify what Section you are working on.

💡 TIP: Some columns can be used in multiple places, once one is formatted Copy & Insert/Paste as needed rather than doubling up on formatting.

7. Move Phone Numbers to the correct columns: Landlines to "Phone" or "Business Phone" and Mobiles to "Mobile" or "Mobile Phone"

8. Split and/or move as needed any Contact Names data to: "First Name" and/or "Last Name"

9. Split and/or move as needed any Street Addresses data to: "Street Address", "Suburb", "City", "Postal Code" and "State"

10. Split and/or move as needed any Postal Addresses data to: "Postal/Billing Address", "Postal/Billing Suburb", "Postal/Billing City", "Postal/Billing Post Code" and "Postal/Billing State"

11. If needed, check character numbers of Columns – Insert a column next to the column to be checked, then use the “=LEN(XX)” formula (XX being the cell number of cell the characters are being counted), drag the formula down the inserted column

12. Insert a column to the left of the Contact and Location Sections and Copy & Paste column “A” into the inserted column

⚠️ NOTE: The import uses the "Customer Name" to identify where to put the Contact and Location data, do not edit any of the three columns that are the “Customer Name”.

13. Copy the spreadsheet three times, retaining the original as the backup formatted spreadsheet

14. Work through each of the three spreadsheets, deleting unneeded columns to create a Customer, Contact, and Location spreadsheet (deleting any colored separation columns)

15. Save each spreadsheet as a “CSV (Comma delimited*) (*.csv)” file

To import the Customer/Supplier Import File, see the Help Article: "Accounts - Customer/Supplier (Import)"