Import Contacts into the POS Database
- Outlook Import
- File Import .csv/.dat/.xls files.
To add a new import sheet:
To add fields to the import sheet:
To Import the Contacts

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.”

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.