Customer Import List Tab

Table Of Contents

The Customer Import List Tab allows you to import customer and supplier records, including their address and contact information, into Khaos Control.

Important
Import Data is an Advanced User feature. Before using this functionality, make sure you understand the import process and have taken a backup of your data.

Opening the Customer Import List Tab

To open the Customer Import List Tab:

Open the [ Customer | List ] tab.
Select Import data from mailing list from the Other Actions menu.

The Customer Import List screen will open and display all previously created import setups.

Understanding the Customer Import List

The grid displays all existing mailing list imports, showing the setup name and source file used for each import.

To open the import settings for an existing entry, double-click the required record.

Screen Layout

The screen contains:

A search filter at the top of the screen for locating a specific Setup Name.
A New button for creating a new import setup.
A grid showing existing import configurations.

Grid Columns

Column	Description
Setup Name	The name assigned to the import setup when it was created.
File Name	The source file selected when the import setup was created.

Create a New Import Setup

To create a new mailing list import:

Press Ctrl + N or click the New button.
The [ Customer Import Detail ] tab will open.
Enter the details for the new import setup.
Configure the import settings as required.

Additional Information

Each import setup stores the configuration used to import customer or supplier data. This allows you to review existing setups, reuse import configurations, and manage previous imports more efficiently.

For information on configuring an import, see the Customer Import Detail Tab article.