Importing Customer Information Into PayGo
Importing Customer Information Into PayGo
If you keep your customer information organized on a document file, don’t worry about transferring it all into your software by hand! PayGo’s Import Buddy will help you transfer all of your important data without all the time and hassle of manual entry.
Note: In order to transfer your information, it must be saved into the appropriate document format. Recommended files for import include:
- Tab-separated text document (.tab or .txt)
- Comma-separated text document (.csv or .txt)
- Microsoft Excel document, preferably single sheet (.xls)
Preparing Your File for Import
Performing imports of customer information is relatively easy in PayGo. If your information is saved on the source files listed above, preparing the file for import will consist of ensuring formatting your information properly. A popular (but not required) format for customer information is as follows:
Note: the label for each item is listed first, followed by the actual field name in PayGo.
Customer Information Spreadsheet
Customer Name: Customer_Name
First Name: First_Name
Last Name: Last_Name
Phone Number: Phone_Number
Mobile Phone: Cel_Phone
Fax Number: Fax Num
Targeting Data Spreadsheet
Marketing Fields: m_field1 through m_field20
Record Type: Customer_Record_Type
-You can prepare your file in advance by making the first line of your excel or text file be our field names (the second name listed in the above text) above the columns of data. In a tab-separated or comma-separated text document, the field names would be the first line, then a tab (or comma) then another field name, etc. all the way across the first line of your file.
Once your information is properly formatted, you can import it into PayGo. To do so, open your central Customers screen, accessed via the Menu.
In your Customers screen, click the List Customers button at the top of the screen. This will open the Customer List screen. At the top of your Customer List screen, click the Export/Import button. A message will appear asking if you would like to export or import information. Click Import.
Note: A message will appear reminding you to make sure the checkbox for “perform auto-enter options while importing” IS checked when the Import Options box comes up. This option will automatically generate relevant information such as customer IDs and other relevant data. You will have this option pop up as the last dialog box after you have coordinated all of your data for import.
A file window will appear asking for the location of your source customer file we made earlier in the document. Locate this file and click Open. If you notice your file is not showing, make sure that the “File Types” box (on Windows) below shows “All Files (*.*)” Opening your file will lead you to the Import Field Mapping screen, where you will coordinate your document field names (on the left panel) with the field names in your PayGo software (on the right panel). On the bottom of this window, there is a checkbox that says Don’t Import First Record (Contains Field Names). If you have coordinated your files with the first line noting field names as laid out above, you can select this checkbox.
Underneath the source and target fields, you will see a drop-down field labeled Arrange By: where you will select Matching Names. This should match up your source and target fields. If it does not, there is also a set of buttons below labeled << and >> which allow you to scroll through a few sample records to see if your data matches up.
Be sure each field you’d like to import has the Right Arrow icon between the source and target fields.
Note: If after all these steps your field names still don’t line up with PayGo’s, and you’ve double-checked your original source file, don’t worry! You can drag the PayGo fields up and down the screen to match with your own by locating the correct field, and clicking and dragging with the Up/Down arrow icon.
When you are finished, click Import. This will open the Import Options dialog box, with the “Perform auto-enter options while importing” from above. Be sure the box for this IS checked before continuing.
Your PayGo software will import your data. When it is finished, you will see an Import Summary window which will tell you the status of all of your imports.