pcAmerica - CRE/RPE Import Tool
Do you know pcAmerica now offers an import tool to easily import your customers, vendors, employees, categories and departments into CRE or RPE ?
Call us today and we will help you install the tool and import your data into CRE or RPE
We highly recommend you taking a backup of your database before performing any import using this tool. Because these imports can not be reversed. Want to know how to take a backup of your CRE or RPE Database ? Visit Here
Download pcAmerica - CRE/RPE Import Tool from Here
Configuration - After successful installation, configure the settings in the first screen as shown below.
You would need to add the IP of the server where the database is installed
Step 1 - Choose Import Type
In the Step 1, you can choose one of multiple table names, in which you would like to import your CSV file. Click on Next to go to next step.
Step 2 - Choose CSV file for Import
In this step you can browse through your hard disk and select
1. First row contains filed name - It will skip the first row during import
2. Sort using field names - CSV column names will get sorted alphabetically
3. Ignore duplicate records - Duplicate records will get omitted
4. Update duplicate records - All duplicate records will get updated
Click on 'Next' to move further
You would need to map the table fields with CSV columns. Now the mapping would be done for first table which was selected in the 'Step 1'.
Choose the relevant filed names from drop down list with respect to the CSV column names.
For common entries you can create a 'Custom field' which will remain same for all records.
For Eg, in below screenshot, City would be a common field for all customers, so we have created a Custom field 'City' and added a record as New York which is a common city for all customers here.
You can add as many custom fields as you want by clicking on 'Add a Custom field'. To remove, click on 'Remove' button.
'Choose another file' will take you to previous step of importing a CSV file. Repeat the same procedure for the next tables in alphabetical order, namely 'Employee' and 'Vendor'.
Step 3 - Import Process Summary
In step 3, a detailed summary of import process would be displayed. A total bifurcation of records in terms of New, Updated, Failed and Duplicate records are given in this step as shown in below screenshot. By clicking on 'Download' you can download and check all failed records during the import process. An error would be also be displayed in a separate column. User can fix the error and reimport the CSV file.
Looking for products or inventory import? Visit Here
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