New Customer/Supplier Import Tool
The purpose of this document is to provide you with the Customer & Supplier mappings and aide in preparing your data for import into Khaos Control. The headers within the example files are written in a way that Khaos Control recognises; this document will provide you with an explanation of what each header means and what information you should include within your file, as well as where to put that information. If you are unsure of what a field means, or where to put specific information that is pertinent to your stock records, please ask your Project Control Officer (PCO) or email us.
Firstly, you need to determine where you will be acquiring your Customer & Supplier data from. In most cases, the data is being extracted from another database, which may have similar mappings. It’s important that you take time to validate your data before importing this into Khaos Control.
If there are certain values within the mapping file, which are not relevant to your customers/suppliers, they can be deleted from the import file providing they are not a required field.
Excel will strip leading zeros from numeric numbers (telephone numbers), so please ensure that you take appropriate formatting steps, if you have any leading zeros in these fields.
When completed, you will need to either save the file as a TSV/TXT file, ready for importing.
Once a Customer or Supplier file has been created, it can now be imported into Khaos Control. Use the following steps to do so.
Import a file with customer data
- Open the Customer > List screen or the Supplier > List screen.
- From the action’s menu Select Import / Export > Import > Tab Separated Format.
- Select the Customer import file curated and press ok.
- A Dialog will be shown with the matching options available (Figure 1), select the matching options as appropriate.
Preview a file import
- To test an import file without making the changes to the database an option, “Preview Mode”, has been provided in the Matching options dialog.
- When ticked the file will be checked via the import routine to check for any errors in the supplied file.
- When creating the import file within Excel, a blank line is added at the bottom. You can open the file with Notepad and amend or import as it is, where this line will be skipped, and the rest will be imported.