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Importing Customers

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Open kBilling® and the company file you would like to use. From the File menu on the main window's menu bar choose Import -> Import Customers.

 

The format of the import file is 1 record per line with tab characters between the fields.

 

If you already have an Excel spreadsheet of customers then importing them into kBilling® is easy.

 

Open your spreadsheet in Excel and add a new row at row 1.

 

Label each column with the appropriate header by putting the header text in row 1 for each column. The full list of available headers :

 

The smallest set of data kBilling® can import is a single column of either customer names or customer numbers. If you do not have a column for the corresponding data in your spreadsheet just leave the column out or leave the heading blank. Columns without headers are ignored.

 

CustomerNumber

CustomerName

BillToName

BillToStreet1

BillToStreet2

BillToCity

BillToState

BillToZip

BillToCountry

ShipToName

ShipToStreet1

ShipToStreet2

ShipToCity

ShipToState

ShipToZip

ShipToCountry

CCName

CCNumber

CCExpMonth

CCExpYear

ContactName

ContactPhone

ContactPhone2

ContactFax

ContactEmail

ContactTitle

CustomerNotes

 

 

 

Case is ignored in the headers so "BillToName" is the same as "billtoname" (don't include the quotes).

 

Once the headers are in place select File -> Save As from Excel and for format, choose "Text (Tab delimited) (*.txt), then click the Save button.