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4.106. How do I import customer lists?

I have all my customer lists in another program how do I get them into EstiMate?

1. Save your customer list as a delimited text file.
2. Close EstiMate if open.
3. Click Management > Advanced Management > Import Customer contacts from > Select the text file you wish to import and click Open.
Next you need to "map" the fields in the text file to EstiMate's contact fields so the information ends up in the right place.
The first step is to select the delimiter your file uses, comma, tab, or other.
If you use an "other" delimiter a box will appear for you to enter your one-character delimiter:

Next, enter your separator (if you have one). Usually this will be blank or a quote character (").
Play around with these settings until it looks good in the grid.
If you want to import the first row, check the box. Often the first row will be a list of field names and you won't want to import it.

When you're ready, click "Next" to continue.

On the next screen you will be able to selectively import contacts.

This screen allows you to select the contacts you wish to import, and bring them into EstiMate.

Check the companies you wish to bring in to EstiMate.
Specify the list you want them to come into. (Vendor or Customer)

indicate the action you want to happen if the company name matches:

Click OK to import the contacts.

That's it! You've imported your contacts from an external source.

4. Open EstiMate. Click Edit Data Files>People>Customers. Look at the list to verify that your customers have been imported. Click the cancel symbol to move out of the customer database.