Last updated: 23.02.2021
Kliendi import (window)
Register > Kliendid > Klient > Impordi > Select import file
In this article
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 |
|---|---|
| Väli kliendiregistris | The fields in the customer registry in Opter. |
| Impordifaili veerg |
The columns in the file being imported. Columns with the same names as fields in Opter are mapped automatically. If [puudub] is selected, no information is imported into that field in Opter. If [puudub] is selected for the Kliendi kood column, no customers are imported into Opter. |
| Näide 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. |
| Klientide arv impordifailis | The number of customers in the import file. It is not certain that all of them will be imported. |
| Importige uusi kliente ja värskendage olemasolevaid | 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. |
| Importige ainult uusi kliente | 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. |
| Tühista | Closes the window without importing anything. |
| Import | Imports the import file in accordance with the settings. |
