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--- office:customer_relations_management:import_contacts [2009/03/05 05:59]
markphsd created
+++ office:customer_relations_management:import_contacts [2018/12/23 12:11] (current)
@@ Line 1: / Line 1: @@
-Import Contacts into the POS Database
+====== 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.

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