Customer import (window)

In this window, the columns in an import file can be mapped to the fields in the customer registry in Opter, and it can be specified how existing customers should be handled during import operations.

Function	Explanation
Field in the customer registry	The fields in the customer registry in Opter.
Column in the import file	The columns in the file being imported. Columns with the same names as fields in Opter are mapped automatically. If [None] is selected, no information is imported into that field in Opter. Obs! If [None] is selected for the Customer code column, no customers are imported into Opter.
Example 1–3	The first three customers in the import file are shown as examples so that you can check that the information is imported into the correct fields in Opter. The information shown here is in the import file.
Number of customers in the import file	The number of customers in the import file. It is not certain that all of them will be imported.
Import new customers and update existing	All customers in the import file are imported. If there are already customers with the same customer code in Opter, they will be updated with any new information that is in the import file.
Import new customers only	If there are customers with the same customer code in Opter, they will not be updated with the information in the import file. Only customers with new customer codes are added to Opter.
Cancel	Closes the window without importing anything.
Import	Imports the import file in accordance with the settings.