Importing your customer data is done in a few clicks via our import module Smart Upload
First step, make an extraction of your sales management tool (where your customer data is located) in Excel
. Save the file in .csv or .txt format on your computer.
Example of a .csv file containing customer data:
Second step, go to our import module Smart Upload
: Import / Export your data
Select the file by clicking the button provided for this purpose and select « Customers ». Then click the « Submit » button.
The first time you import, it is necessary to indicate to My DSO Manager what is the information in your file by assigning to each column a field present in the application.
Once completed and verified your settings, click the « Import » button at the bottom of the page, and your data is integrated.
My DSO Manager
needs a minimum of information to work properly.
For customer data, it is:
- customer code: this is the key that does the link between customers and open items (receivable)
- business name
The best is to import complete information including mailing address, legal identifier, the payment term granted, the means of payment ... and all useful information available in your system to manage receivables.
Use the « Groups » field to create your customer groups. For example, if you want to create groups of customers by sales office, associate your field « Sales Office » (present in your file) with the « Groups » field. Customers groups
will be created automatically. It is possible to create several groups for a single customer (add data separated by a comma in your field).
Each new import creates new customers and updates the information of existing customers if their data has changed, except for the following fields that are managed in My DSO Manager
- credit limit
- insurer guarantee
- other guarantees
This setting is to be done only once since it is recorded by My DSO Manager and you will not have to do it again the next time you import customer data.
It is possible to add specific fields. To do this, contact us.