E. How To Upload Customers From Excel Template

Put the customer.xls file in C:\PRISM\imports\ folder.

Go to Import and Export Menu.

Click on Excel Imports: Customers / Products button.

Select your manufacturer code in the manufacturer drop down menu.

Select your excel file (Customers.xls) and then click on Import Customer File.

Click Yes.

A notification window will appear if the customer excel upload is successful. Click OK and go back to customer screen to check if the customer records have been updated.

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