Import Tab

The Import tab is used for importing SoftTouch Customer Information.
The customer database must meet the following conditions in order to be imported properly:

• It must be a CSV delimited file
• The fields must appear in the following order with no extra or missing fields: FirstName, LastName, Address1, Address2, City, State, ZipCode, Phone, Card #
• Please note the field Phone should be area code number (10 digits number) .

Rearrange Columns in a .csv file (if the fields are not in the correct order)

1. Open your .csv file in Excel.
2. Select the letter above the column that needs to be moved in order to match the field order listed above.
3. Click and hold the Shift key and drag the column over to the correct position.
4. Save the file in .csv format.

Import a Customer File into SoftTouch

1. Click the Open file to import button.
2. Select your file and click Open. A preview of your file will appear.
3. Click Next repeatedly to be sure all customers were imported properly.                      Note: If any fields are out of place, DO NOT import the file. Rearrange the fields in your file and start over.
4. If everything is in order, click Import customers into SoftTouch.
5. Click OK on the confirmation dialog.
6. Close and reopen BackOffice, and go to Customers to be sure the file was imported.

Note: To delete a customer file, use the drop-down menu to select the date it was imported, then click the Delete customers imported on... button.