Importing / Exporting Customers from NRO

Article Number: 200 | Rating: Unrated | Last Updated: Fri, Sep 28, 2012 at 6:58 AM

Purpose:

To explain how to import or export customer records from NRO.

Solution:

WARNING : Import / Export features are advanced, unsupported features that could conflict with Counterpoint data!

Exporting Customer Data (ONLY)

Select Customers (horizontal top menu) / Manage Customers .
In the Export to: field choose either CSV or Excel XML .
Choose Export .

Exporting Customer Data which will be Re-uploaded

Select System (horizontal top menu) / Import/Export / Export .
For Entity Type select Customers .
Select the customer attributes to be exported.
Choose Continue .
Open or Save the file.

Importing Customer Data into NRO

If you have not already, it is best to export customer data first from the steps above so you have a copy of the customer fields that NRO will be expecting to see in the spreadsheet. Failure to do so could cause your import to fail.

Select System (horizontal top menu)/ Import/Export / Import .
For Entity Type select Customers .
For Import Behavior select the role this spreadsheet will take on.

Append Complex Data - This feature changes any data that is new or different.
Replace Complex Data - This will replace all customer records with the data in the new spreadsheet.
Delete Entities - This will delete all customer records in NRO found on the spreadsheet.

Append Complex Data - This feature changes any data that is new or different.
Replace Complex Data - This will replace all customer records with the data in the new spreadsheet.
Delete Entities - This will delete all customer records in NRO found on the spreadsheet.

Select File to Import .
Select the file and choose Open .
Press the Check Data button to evaluate the data and import.

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