Importing Accounts to Customer Database

Importing Accounts to Customer Database

Users can import accounts from a csv file by turning it into a .txt file. The steps to import are listed below.

Restrictions

The 'csv' file will need to be converted to a 'txt' file.
Note: The customer.txt created below must be saved in the Focus folder.

Process to Import Accounts
Step 1: Format the provided .csv file

• Openthe.CSVfile
• Organize the data according to the import window

• Format the data
• Insert a column in column A
• Enter "aaba" in all cells in column A
• Enter "bbab" in the last column

• Save File as 'customer.csv' in the Focus folder
• Navigate to the Focus Folder
• Right click on 'customer.csv' and open in 'Notepad'
• Select Edit>Replace and enter the following text before selecting 'Replace All':
• Find what: aaba,
• Replace with: "

• Select Edit > Replace and enter the following text before selecting 'ReplaceAll':
• Find what: ,bbab
• Replace with: "

• Select Edit > Replace and enter the following text before selecting 'ReplaceAll':
• Find what: ,
• Replace with: ","

• When finished, the document should look similar to the image below:

• Save file as 'customer.txt' in the Focus Folder