Customers

This utility allows you to import and export Customer information. The utility will recognise any changes to a record in either direction and either add or amend the record accordingly.

You must set up the link to contact numbers if you want these imported. Please click here for details.

The utility provides the means of importing or exporting in one screen:

Important note: If you have not selected any client records prior to entering this utility, then the Export button will be disabled.