Import Customer Information

© 2012 NetDispatcher© 2012 NetDispatcher

Uploading customer information from a Microsoft Excel spreadsheet

ADDING CUSTOMERS

CONFIDENTIAL

© 2012 NetDispatcher

Adding Customers

• Here at NetDispatcher we are continually striving to make this software more user friendly and easier to navigate. The process of adding a new customer, or customers, has never been easier.

9.1.2017 CONFIDENTIAL2

© 2012 NetDispatcher 9.1.2017 CONFIDENTIAL3

Adding a New CustomerYour Customer information is now located under the Maintain section. Click the ”Maintain” button in the top right corner. Under the Maintain Lists select Customers.

© 2012 NetDispatcher 9.1.2017 CONFIDENTIAL4

Adding a New CustomerTo import an Excel file into NetDispatcher click the ”Import” button. This can be seen below.


Adding Customers

Step 1 - After clicking the icon a box appears saying “Import Source.” Select the template you would prefer to transfer the customer information into. Click “Choose File” and select the file from your computer you wish to transfer. Click Next.


Adding Customers

Step 2 – After clicking Next the Data Binding box will appear. Click the down arrow on the first box and select which title (or column) from your file you want transferred into each field.


Adding Customers

Step 3 – After clicking next another box appears. Read the instructions and check the box if you would like to link this information with existing information in the system


Adding Customers

Step 4 – After clicking next another box appears. This box notifies you that the data from your file will begin the importing process after you click the blue “Ready” button. The status of the process will appear in the top right corner.


Adding Customers

• Once the import process is complete click the browser’s refresh button. Your new customer information should appear in the customer list.

© 2012 NetDispatcher© 2012 NetDispatcher

That concludes this tutorial. Have a wonderful day!THANK YOU!

Technology

Import Customer Information