{"text_format":"3","workbook":"xlsx","n_sheets":3,"sheets":["Instructions","Template","Lists"],"not_rendered":{"images":1,"defined_names":1,"comments":1},"read":"whole","date_system":"1900"}

{"sheet":"Instructions","index":0,"n_rows":58,"n_cols":2,"rows_kept":58}
[]
[]
[null,"How to prepare a Customer Import to Infusion"]
[]
[null,"Instructions"]
[]
[null,"Use this template to prepare for an import of Customer Contacts into Infusion Software."]
[]
[null,"Required fields: Sort key, Surname OR Organisation name"]
[null,"Dependent fields: Organisation"]
[null,"Controllable Required fields: Account number, Address Lines 1, Post codes, Region, Phone number columns, Marketing/ Referral, Customer Type, Sales Rep, Email"]
[null,"Drop-down list fields: Deliver via, Industry Type, Group, Manager"]
[null,"\nEach organisation can manage their own Required fields and these are listed above. If they are set to Required, they are a mandatory column in the template. \nSome are free text fields and some are drop-downs, drop-downs need to be entered exactly as available in Infusion, including capitilsation of letters.\nGo to a customer record and check the field to establish what options are available.\n\nCreate a drop-down list in the Template worksheet\nTo control data integrity in the import, use the Lists worksheet to copy in lists for those that are drop downs. This will prevent spelling mistakes and abbreviations disrupting the import.\nOn the Template worksheet, select the column that is a required field. Whilst the column is highlighted, go to Data > Data Validation (right click or select from ribbon menu). Set Criteria to List from a Range and select the column from the Lists worksheet to reference. All cells in the selected column will now have drop-downs to select as appropriate.\nRefer Country Columns Q & W for an example which reference the Country column on the Lists worksheet.\n"]
[]
[]
[null,"READY TO IMPORT?  "]
[null,"When all the customer records are updated, go to the Template worksheet and save it as a .csv file.\nGo to the Customers module in Infusion Online, select …More Options in the toolbar and Import > Customers. \nChoose your .csv file and import."]
[]
[]
[]
[null,"Field Requirements"]
[]
[null,"Account"]
[null,"OPTIONAL; Leave blank to auto-create with the next available account number or manually enter to set the account number"]
[null,"If an account number is entered, existing details will be overwritten. All customer accounts have an account number."]
[]
[null,"Organisation"]
[null,"DEPENDENT; If Organisation name is populated, set to Yes. If Organisation name is not populated, leave blank"]
[null,"Organisation will automatically set to Yes if the Organisation Name field is populated"]
[]
[null,"Sort key"]
[null,"REQUIRED; the Sort key is the customer code and separate to the account number"]
[null,"The Sort key field will highlight red if the Surname or Organisation Name field is populated"]
[]
[]
[null,"Title"]
[null,"OPTIONAL; Select from drop down list, no free text allowed"]
[]
[null,"Given name"]
[null,"OPTIONAL"]
[]
[null,"Surname"]
[null,"REQUIRED - For private customers; a Customer is either a private individual or an organisation, either the Surname or the Organisation Name must be entered."]
[]
[null,"Organisation name"]
[null,"REQUIRED - For organisations; if 'Organisation name' is populated, 'Organisation' must be set to Yes"]
[]
[null,"Email"]
[null,"OPTIONAL; must use standard email format"]
[]
[null,"Trading as; Website; Postal address columns (excl Country); Delivery address columns (excl Country), Phone numbers; Notes"]
[null,"OPTIONAL; Free text"]
[]
[null,"Deliver via; Postal address country; Delivery address country; Marketing/ Referral; Customer type; Industry type; Group; Sales rep; Manager; Region"]
[null,"OPTIONAL; Content must match drop downs within +Add Customer screen. If a field is set to required, the Lists worksheet is available to update with the lists from within Infusion. Use these lists with Data Validation"]
[]
[null,"Exclude from accounts portal"]
[null,"What is this?"]

{"sheet":"Template","index":1,"n_rows":1,"n_cols":38,"rows_kept":1}
["Account","Organisation","Sort key","Title","Given name","Surname","Organisation name","Trading as","Deliver via","Email","Website","Postal address line 1","Postal address line 2","Postal address line 3","Postal address city/town","Postal address post code","Postal address country","Delivery address line 1","Delivery address line 2","Delivery address line 3","Delivery address city/town","Delivery address post code","Delivery address country","Phone","Mobile","Alt phone","Fax","VoIP","GST Number","Marketing/ Referral","Customer type","Industry type","Exclude from accounts portal","Group","Sales rep","Manager","Region","Notes"]

{"sheet":"Lists","index":2,"n_rows":253,"n_cols":10,"rows_kept":253}
["Title","Deliver via","Country","Marketing/ Referral","Customer type","Industry type","Group","Sales rep","Manager","Region"]
["Not specified",null,"New Zealand"]
["Dame",null,"Australia"]
["Dr",null,"Andorra"]
["Miss",null,"Andorra"]
["Mr",null,"United Arab Emirates"]
["Mr & Mr",null,"Afghanistan"]
["Mr & Mrs",null,"Antigua and Barbuda"]
["Mrs",null,"Anguilla"]
["Mrs & Mr",null,"Albania"]
["Mrs & Mrs",null,"Armenia"]
["Ms",null,"Netherlands Antilles"]
["Ms & Ms",null,"Angola"]
["Mstr",null,"Antarctica"]
["Rev",null,"Argentina"]
["Sir",null,"American Samoa"]
[null,null,"Austria"]
[null,null,"Aruba"]
[null,null,"Åland Islands"]
[null,null,"Azerbaijan"]
[null,null,"Bosnia and Herzegovina"]
[null,null,"Barbados"]
[null,null,"Bangladesh"]
[null,null,"Belgium"]
[null,null,"Burkina Faso"]
[null,null,"Bulgaria"]
[null,null,"Bahrain"]
[null,null,"Burundi"]
[null,null,"Benin"]
[null,null,"Saint Barthélemy"]
[null,null,"Bermuda"]
[null,null,"Brunei"]
[null,null,"Bolivia"]
[null,null,"Bonaire, Sint Eustatius and Saba"]
[null,null,"Brazil"]
[null,null,"Bahamas"]
[null,null,"Bhutan"]
[null,null,"Bouvet Island"]
[null,null,"Botswana"]
[null,null,"Belarus"]
[null,null,"Belize"]
[null,null,"Canada"]
[null,null,"Cocos Islands"]
[null,null,"The Democratic Republic Of Congo"]
[null,null,"Central African Republic"]
[null,null,"Congo"]
[null,null,"Switzerland"]
[null,null,"Côte d'Ivoire"]
[null,null,"Cook Islands"]
[null,null,"Chile"]
[null,null,"Cameroon"]
[null,null,"China"]
[null,null,"Colombia"]
[null,null,"Costa Rica"]
[null,null,"Cuba"]
[null,null,"Cape Verde"]
[null,null,"Curaçao"]
[null,null,"Christmas Island"]
[null,null,"Cyprus"]
[null,null,"Czech Republic"]
[null,null,"Germany"]
[null,null,"Djibouti"]
[null,null,"Denmark"]
[null,null,"Dominica"]
[null,null,"Dominican Republic"]
[null,null,"Algeria"]
[null,null,"Ecuador"]
[null,null,"Estonia"]
[null,null,"Egypt"]
[null,null,"Western Sahara"]
[null,null,"Eritrea"]
[null,null,"Spain"]
[null,null,"Ethiopia"]
[null,null,"Finland"]
[null,null,"Fiji"]
[null,null,"Falkland Islands"]
[null,null,"Micronesia"]
[null,null,"Faroe Islands"]
[null,null,"France"]
[null,null,"Gabon"]
[null,null,"United Kingdom"]
[null,null,"Grenada"]
[null,null,"Georgia"]
[null,null,"French Guiana"]
[null,null,"Guernsey"]
[null,null,"Ghana"]
[null,null,"Gibraltar"]
[null,null,"Greenland"]
[null,null,"Gambia"]
[null,null,"Guinea"]
[null,null,"Guadeloupe"]
[null,null,"Equatorial Guinea"]
[null,null,"Greece"]
[null,null,"South Georgia And The South Sandwich Islands"]
[null,null,"Guatemala"]
[null,null,"Guam"]
[null,null,"Guinea-Bissau"]
[null,null,"Guyana"]
[null,null,"Hong Kong"]
[null,null,"Heard Island And McDonald Islands"]
[null,null,"Honduras"]
[null,null,"Croatia"]
[null,null,"Haiti"]
[null,null,"Hungary"]
[null,null,"Indonesia"]
[null,null,"Ireland"]
[null,null,"Israel"]
[null,null,"Isle Of Man"]
[null,null,"India"]
[null,null,"British Indian Ocean Territory"]
[null,null,"Iraq"]
[null,null,"Iran"]
[null,null,"Iceland"]
[null,null,"Italy"]
[null,null,"Jersey"]
[null,null,"Jamaica"]
[null,null,"Jordan"]
[null,null,"Japan"]
[null,null,"Kenya"]
[null,null,"Kyrgyzstan"]
[null,null,"Cambodia"]
[null,null,"Kiribati"]
[null,null,"Comoros"]
[null,null,"Saint Kitts And Nevis"]
[null,null,"North Korea"]
[null,null,"South Korea"]
[null,null,"Kuwait"]
[null,null,"Cayman Islands"]
[null,null,"Kazakhstan"]
[null,null,"Laos"]
[null,null,"Lebanon"]
[null,null,"Saint Lucia"]
[null,null,"Liechtenstein"]
[null,null,"Sri Lanka"]
[null,null,"Liberia"]
[null,null,"Lesotho"]
[null,null,"Lithuania"]
[null,null,"Luxembourg"]
[null,null,"Latvia"]
[null,null,"Libya"]
[null,null,"Morocco"]
[null,null,"Monaco"]
[null,null,"Moldova"]
[null,null,"Montenegro"]
[null,null,"Saint Martin"]
[null,null,"Madagascar"]
[null,null,"Marshall Islands"]
[null,null,"Macedonia"]
[null,null,"Mali"]
[null,null,"Myanmar"]
[null,null,"Mongolia"]
[null,null,"Macao"]
[null,null,"Northern Mariana Islands"]
[null,null,"Martinique"]
[null,null,"Mauritania"]
[null,null,"Montserrat"]
[null,null,"Malta"]
[null,null,"Mauritius"]
[null,null,"Maldives"]
[null,null,"Malawi"]
[null,null,"Mexico"]
[null,null,"Malaysia"]
[null,null,"Mozambique"]
[null,null,"Namibia"]
[null,null,"New Caledonia"]
[null,null,"Niger"]
[null,null,"Norfolk Island"]
[null,null,"Nigeria"]
[null,null,"Nicaragua"]
[null,null,"Netherlands"]
[null,null,"Norway"]
[null,null,"Nepal"]
[null,null,"Nauru"]
[null,null,"Niue"]
[null,null,"New Zealand"]
[null,null,"Oman"]
[null,null,"Panama"]
[null,null,"Peru"]
[null,null,"French Polynesia"]
[null,null,"Papua New Guinea"]
[null,null,"Philippines"]
[null,null,"Pakistan"]
[null,null,"Poland"]
[null,null,"Saint Pierre And Miquelon"]
[null,null,"Pitcairn"]
[null,null,"Puerto Rico"]
[null,null,"Palestine"]
[null,null,"Portugal"]
[null,null,"Palau"]
[null,null,"Paraguay"]
[null,null,"Qatar"]
[null,null,"Reunion"]
[null,null,"Romania"]
[null,null,"Serbia"]
[null,null,"Russia"]
[null,null,"Rwanda"]
[null,null,"Saudi Arabia"]
[null,null,"Solomon Islands"]
[null,null,"Seychelles"]
[null,null,"Sudan"]
[null,null,"Sweden"]
[null,null,"Singapore"]
[null,null,"Saint Helena"]
[null,null,"Slovenia"]
[null,null,"Svalbard And Jan Mayen"]
[null,null,"Slovakia"]
[null,null,"Sierra Leone"]
[null,null,"San Marino"]
[null,null,"Senegal"]
[null,null,"Somalia"]
[null,null,"Suriname"]
[null,null,"South Sudan"]
[null,null,"Sao Tome And Principe"]
[null,null,"El Salvador"]
[null,null,"Sint Maarten (Dutch part)"]
[null,null,"Syria"]
[null,null,"Swaziland"]
[null,null,"Turks And Caicos Islands"]
[null,null,"Chad"]
[null,null,"French Southern Territories"]
[null,null,"Togo"]
[null,null,"Thailand"]
[null,null,"Tajikistan"]
[null,null,"Tokelau"]
[null,null,"Timor-Leste"]
[null,null,"Turkmenistan"]
[null,null,"Tunisia"]
[null,null,"Tonga"]
[null,null,"Turkey"]
[null,null,"Trinidad and Tobago"]
[null,null,"Tuvalu"]
[null,null,"Taiwan"]
[null,null,"Tanzania"]
[null,null,"Ukraine"]
[null,null,"Uganda"]
[null,null,"United States Minor Outlying Islands"]
[null,null,"United States"]
[null,null,"Uruguay"]
[null,null,"Uzbekistan"]
[null,null,"Vatican"]
[null,null,"Saint Vincent And The Grenadines"]
[null,null,"Venezuela"]
[null,null,"British Virgin Islands"]
[null,null,"U.S. Virgin Islands"]
[null,null,"Vietnam"]
[null,null,"Vanuatu"]
[null,null,"Wallis And Futuna"]
[null,null,"Samoa"]
[null,null,"Yemen"]
[null,null,"Mayotte"]
[null,null,"South Africa"]
[null,null,"Zambia"]
[null,null,"Zimbabwe"]