How to import customer data

 

 

Background:  Jackie has several thousand customer records stored in Excel or another database system that is capable of exporting it's data into Excel (or CSV) format:

 

 

 

1. Start Import

 

 

 

 

The Import Manager screen will appear:

 

 

 

Complete this screen to point to (1) the source (CSV) file (which can be stored anywhere on your computer or LAN attached computer), and (2) the target (your H2OS customers database) file.

 

For your installation the H2OS customers database is:  c:\h2os\cl\h2os\realcus.dbf