Embedded Files
Before navigating to the Import Lots section it is important to cover what can and cannot be imported into AF360. The information that can be imported is below:
- Bill to Address 1
- Bill to Address 2
- Bill to City
- Bill to Country
- Bill to State
- Bill to Zip
- Company Name
- Customer Code
- Date of Birth
- Driver's License #
- Email Address
- First Name
- Last Name
- Middle Name
- Phone 1
- Phone 2
- Ship to Address 1
- Ship to Address 2
- Ship to City
- Ship to Country
- Ship to State
- Ship to Zip
- Tax ID #
While all of these fields CAN be imported, the only mandatory fields are either Company Name OR First Name and Last Name.
Below is an example of a spreadsheet we're importing. I've included the seller code (also known as the customer code), company name, first, middle, last names, address 1 and 2, city, state, zip, country, and phone. This is a pretty common example.
To import customers first navigate to the Customers section on the left hand side and click the Customers Sub Section underneath it.
To begin the Import process click the Import Customers button along the top of the page.
Clicking the Import Customers button will display the Import Customers window.
Click the button that says Choose File.
Clicking the Choose File button will allow you to navigate to the location on your computer where your spreadsheet has been saved.
The spreadsheet MUST be saved as a CSV file type in order for AF360 to accept it.
Click on the Speadsheet and click the Open button.
Once you select the spreadsheet and click the Open button you will be directed back to the Import Customers window.
You will see your file's name next to the Choose File button now as an indicator that you have selected the correct file.
Click the Go to Next Step button in the bottom right corner to proceed.
The next section will be the field mapping area. This section allows you to indicate which fields in your spreadsheet will populate which fields in AF360. This flexibility allows you to set up your spreadsheet in any order you wish.
It is important to note that the naming conventions displayed underneath the Field mapping will be direct mirrors of the headers on your spreadsheet.
Using the drop down menus next to each of your headers, indicate which fields in AF360 that you want to populate with each respective field on your spreadsheet.
For example our spreadsheet had the header of Sellercode because that is what our auction house uses to indicate a customer's unique code. But in AF360 I must select the option of CustomerCode because that is the terminology that AF360 uses.
As you pick your mapping options from the drop down menus you can confirm that the fields are being assigned correctly by referring to the Preview area. This is located directly underneath the Field Mapping area. Once you have matched your drop down menus to the appropriate fields, click the Import button in the bottom right corner.
Clicking import will begin the importing process. The software will display its progress in real time.
Rows Processed indicates how many rows in the sheet it has attempted to import.
Underneath that you will see Successes, Duplicates, and Failures.
Once the import is complete you will be directed back to the Customer List screen and you will now see the customers from your spreadsheet intermingled with any pre-existing customers you already had in the system.
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