CS Time/TNA Documents

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Customers

    This option is used to import customer information used for job costing from an ASCII text file.

     

    CONTENT

    1. 1. Import Customer Formats
      1. 1.1. CS Time Generic Format
    2. 2. Importing Customer Information

    Import Customer Formats

    CS Time Generic Format

    The CS Time Generic Import Format is a CSV (Comma Separated) format where each line represents separate customer information.

    The main advantage of CS Time Generic Format is that it can also be used to import other information other than clockings. The first field on each row identifies the type of record being imported. For example C is for clockings, L is for leave, R is for Rostering and so on.

     

    ImportCustomers.jpg

     

    The format used is as follows:

    Field

    Name

    Max Length (Chars)

    Description

    1

    Record Type

    1

    CU for Customer (import type identification).

    2

    Customer Code

    10

    Required. An alphanumeric code to identify the customer.

    3

    Company Name

    20

    Optional. The Company name.
    4 Contact Name   Optional: The Contact Name
    5 Phone 20 Optional. The customer's contact number.

    6

    Fax

    20

    Optional. The customer's fax number.

    7

    Email

    255

    Optional. The customer's email address.
     

    Importing Customer Information

    To import customers using the CS Time Import option, proceed as follows:

    1. Select the Clockings option from the File / Import dropdown menu and the Import Clockings window will be displayed.


    Customers - 1.png
     

    1. Use the From File select button and select the path and file from which the leave information is to be imported.
    2. Select Generic Format.
    3. Click on the Start button to start the import operation. A progress window will be displayed while the system imports the information.

     

    Permalink:  http://tinyurl.com/kcsk7ol

    Page last modified 15:08, 17 Mar 2014 by cay-lynne CS Time/TNA Documents > Importing Data > Customers

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