====== Import Contacts into the POS Database ======

Importing contacts allows you to import all types of contacts into CCS. This applies to patients, customers, vendors etc.

There are two ways to import into CCS. Outlook and .csv/.dat/.xls files. 

===== Outlook Import =====

  Office ToolBar - CRM - Outlook Import

This feature allows a user to import contacts from outlook. This is not a synchronization. All contacts, or selected contacts may be imported.

===== File Import .csv/.dat/.xls files.  ===== 

Inventory - Excel Import. 

====== To add a new import sheet: ======

Press the add button, input the sheet name and assign the 'Type' column as "Contact."
{{:office:customer_relations_management:excelimportaddimport.png|}}

====== To add fields to the import sheet: ======

Simply select the fields, and press the add or remove arrow buttons.

To Preview the Import, - select from the toolbar - File - View Import Sheet. This will show what data will be imported and verify the import file is being read correctly.

====== To Import the Contacts ======

Select File - Import.