Importing customers

<< Click to Display Table of Contents >>

Importing customers

» Available only in Dotypos FULL and higher. «

Dotypos Cloud lets you import or export customer orders. If you have already created customer orders, you can export them to the file and use it for backups or adjustments. If you import this file back via Dotypos Cloud, the customer orders will be automatically updated or newly created. You may import just one .csv file. Before importing the .xls file, you have to save it in .csv format first.
 

poznamka_icon

To find out how to import/export see the parent chapter.

 
Each customer account has its own ID number. If you adjust a customer in the .csv file, the customer account with the same ID number will be adjusted in Dotypos Cloud after it is imported and in the touch cash register after synchronization.

You can find the import and export buttons in the page heading at LISTS » CUSTOMERS.

If you have not created any customer accounts yet and you want to batch import them, download the .csv template from Dotypos Cloud and replace the sample data with yours. Then import the file. The sample procedure is described in this chapter.

up

Description of import file columns

Customer import file

externalId

Unique customer number (choose a random series of numbers, e.g. 101, 102 and so forth). Each customer number must be unique. Do not reuse a number that has already been assigned to a deleted customer.

customerId

Do not fill this column out, but leave it with empty values. It is used to identify record updates internally.

vatNo

Customer’s registration number

firstName

Customer’s given name(s)

lastName

Customer’s surname

barCode

Customer’s PLU bar code (used e.g. for customer cards).

email

Contact email

phone

Phone number without spaces (420111222333 or 111222333)

birthDay

Date of birth in ddmmrrrr, e.g. 12061980.

address

Street/Address of residence

city

City

zip

ZIP code

country

Country code, e.g. CZ

companyName

Company name

discountGroup_id

Discount group ID

points

Number of bonus (customer) points

note

Note (This note will be printed on the receipt.)

internalNote

Internal note (This note will not be printed.)

headerPrint

Header for printing

expireDate

Order expiry date in yyyy-mm-dd hh:mm:ss, e.g. 2029-05-12 00:00:00. The indicated time is not relevant, but must be filled out. The expiry date is always set to midnight at the start of the day.

tagsList

Tags separated by commas

deleted

Number indicating a deleted customer (1 or 0 - deleted/non-deleted). Once a customer has been deleted, it no longer appears on the cash register. The default value is 0.

display

Number defining whether the customer is displayed in the overview on the main screen or not (1 or 0 - displayed/hidden).

ico

Not to be filled out, used for backward compatibility. For the registration number, use the column vatNo.

Required fields are marked in bold, while all other items (data) are optional.

up