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Event Import

Action: EVNTIMPORT

The Customer Import is more capable and can import customers as well as events. This Import is included for backwards compatibility.

This form is used to by ProfitSystem to import events into ProfitSystem. The imported events will be automatically assigned a WEDDING type. The type may be manually changed after the import when necessary.

It is designed for new ProfitSystem installations to add their existing events as quickly as possible. In addition, each member's sales ticket may be created with the balance they owe. The balance & tax may be separated if necessary. Please review the topic 'Existing Customer Conversion' for an in-depth explanation pertaining to balance forwards & tax forwards of customer financial conversions.

Simply enter a single specific wedding and it's members with as much information as possible. When none of the members are assigned the role of BRIDE and/OR GROOM, ProfitSystem will stop the import & prompt for those names. The event is created using t he brides last name/grooms last name.

Data may be keyed directly into the grid OR loaded from an excel spreadsheet or CSV file.

The heading for each column can be used to select what data will be entered in that column.

You can select from: First, Last, Phone, Email, Address, City, State, Zip, Role, Balance due, Taxes due, Store ID ​ Once all the members are entered, click Add to Wedding. The Profit System will prompt for the brides' last name, the grooms' last name, and the wedding date. If you have entered the bride and/or groom in the grid then the last names are set automatically. The function the names to create the event name, but you could change it after the fact. The gird contains members and their roles, so you could enter any roles. ​ The event is created using the brides last name/grooms last name. ​ Each row in the grid becomes a member of the event, with the role specified. If an unknown role is entered, it will be added to the master list of roles. ​ If a balance due or taxes due is entered, a sales ticket will be created for the member. It will contain a sale of a BF style sold for the balance due, and a TF style sold for the taxes due. This lets the event reflect the actual balance due for the members.

Repeat the process for each wedding party.

Manually Enter Customer into the grid for import

Type customers into the grid. Clicking the CLOSE button will save the entered data. It will automatically be displayed GRID the next visit to the grid. ​ Click the ADD to Customers button when completed entered rows of data. ProfitSystem will prompt for the store location when the system is set to support multiple stores, then ask for each customer's event information.

Using a Excel spreadsheet to add customers to the grid for import

All rows of the spreadsheet will be added. Deleted any unwanted rows such as the column headings. Next the Import Grid column headings should be modified to match the data within the newly added column. Select ignore to skip any un-wanted columns.

Click the ADD to Customers button when completed entered rows of data. ProfitSystem will prompt for the store location when the system is set to support multiple stores, then ask for each customer's event information.

Buttons

Delete Selected Row... Highlight any row of data within the grid. Clicking this button will delete it permanently from the grid.

Load Excel File... Allows a user to import data into an empty grid from an Excel spreadsheet file. Once the data is loaded the user should select the proper column headings for the data just loaded by using the column name drop downs above each grid field column. If the a field does not exist that matches the data, just select the IGNORE column name and the system will skip that column's data during the insert.

Add to Events... Takes the data within the grid and inserts it into the event, customer & ticket files, then DELETEs the data within the grid. Once clicked ProfitSystem will check the data and if it identifies any issues it will display a message and stop the import and allow the entered data issues to be corrected within the grid by the operator. Once corrected, simply click he Add Events button again and repeat the process until all issues are corrected and the import completes.

Close... This exits the form, saving the data within the grid. The data will re-appear the next time the form is opened.