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How to import Customer Master from Excel File?

1. Prepare an Excel Spreadsheet with the following format. (Download sample from attachment)


2. Save the File as an normal Excel File. 

3. Make sure all the supporting table (e.g. Payment Terms, Profit Centre, etc) are already defined in ERPro.

4. In ERPro, go to Master Setup -> Customer Maintenance, Click New button. Click the "Import" button and locate the Excel file saved in step 2.


Complete Field List
[CUSTOMER_NO]
[AUTHORIZED]
[TELEPHONE_1]
[TELEPHONE_2]
[FAX_NO]
[E_MAIL]
[MAIL_CODE]
[CUSTOMER_CLASS]
[PAYMENT_CURRENCY]
[CONTACT_TITLE]
[REMARKS]
[PRICE_CODE]
[CREDIT_LIMIT]
[CHECK_OVERDUE]
[DISCOUNT_RATE]
[PAYMENT_TERM]
[SALESMAN_NO]
[PROFIT_CENTRE]
[ANLYS1]
[ANLYS2]
[ANLYS3]
[ONORD_COUNT]
[ONORD_GROSS_ITEM_AMT]
[LAST_ORDER_DATE]
[LAST_ORDER_AMT]
[LAST_ORDER_REF]
[LAST_SHIPMENT_DATE]
[LAST_SHIPMENT_AMT]
[LAST_SHIPMENT_REF]
[LAST_PAYMENT_DATE]
[LAST_PAYMENT_AMT]
[LAST_PAYMENT_REF]
[RECEIVABLES_BALANCE]
[OPEN_ITEM_BALANCE]
[WEB_SITE]
[MEMO]
[USER01]
[USER02]
[USER03]
[USER04]
[USER05]
[USER06]
[USER07]
[USER08]
[USER09]
[USER10]
[USER11]
[USER12]
[USER13]
[USER14]
[USER15]
[ENGLISH_NAME]
[ALTERNATE_NAME]
[ENGLISH_ADDRESS]
[ALTERNATE_ADDRESS]
[CONTACT_PERSON]
[STATEMENT_MESSAGE]
[PRINT_STATEMENT]
[CREDIT_HOLD]
[CUSTOMER_SINCE]