In this conversion day step you will import customers into the new system.
Minimal detail is needed for AR processing
Keep in mind that customers are used in the financial accounting system solely for receivables processing, in which case the only information needed is the company name, mailing address, and contact phone and Email. All other information, including tax code, payment terms, and delivery addresses, is stored exclusively in DBA.
Import Fields
Here are the specific fields to be imported:
•Customer Name
•Address 1
•Address 2
•Address 3
•Country
•State
•Postal Code
•Phone
•Fax
Use the Data Export utility to create your output file
Use the Data Export utility on the File menu to generate your output file for the fields listed above. Select the CSV file format, which is supported by virtually all data import utilities.
Import the file into the financial accounting system
Import the output file into the financial accounting system using its data import utility. Each field in the output file will be mapped to a corresponding field in the new system.
