CSV (Comma Separated Value) can be used to import customers or suppliers to Aronium.
In Aronium software one entity can be used for both purposes as customer or supplier. Flags Customer and Supplier are used if you need separate this companies or persons. If you decide that some company can't be your customer, you simply disable customer option in general info for that company and after that this company/person won't appear in POS section when you make sales. Sales bills can't be made for this company/person.
In this article we will use term "customer", but everything described here applies to suppliers, too.
Before you begin, make sure you have customers properties ready, here is the list of columns used in CSV file:
| Column name | Description | Type | Required |
|---|---|---|---|
| Name | A customer/supplier name | Text | Yes |
| Code | A customer/supplier code | Text | No |
| Tax Number | A customer/supplier tax Number | Text | No |
| Address | A customer/supplier address | Text | No |
| Zip | ZIP code | Text | No |
| City | City | Text | No |
| Country | A customer/supplier country code | Text | No |
| A customer/supplier email address | Text | No | |
| Phone | Phone number | Text | No |
| Enabled | Indicates whether customer/supplier is enabled. Use "1" if enabled, otherwise use "0" | True/False | No |
| Customer | Indicates whether entity is supplier and not a customer. Use "1" if you want to be able to make sales to an entity, otherwise use "0" if you want to use entity as a supplier only | True/False | No |
Importing customers/suppliers
To import customers or suppliers from prepared CSV file, open management and select "Customers & Suppliers" section.
Click"Import" button at the top of the screen, as show in image below.
Dialog window will open, with simple import wizard that will guide you thru products import process.
Select a file
Select CSV file to import. Click the "Select file" button and choose a file from your computer.
Once you have selected CSV file, match the content to corresponding properties.
For example, if your CSV file contains column named "Customer name" which represents customer name, select "customer name" from drop down list right to the "Name" field. Do the same for other customer's properties.
Preview content before import
You can see preview of matched result by clicking "Preview" button at the bottom of page.
Results will be shown in table below.
Import customers
Once you are ready for import, click "Import" button.
Progress dialog will appear until import is complete. Depending on number of entities, import can take a while.
Once import is complete, a confirmation screen will appear.
