Importing questions

Re: Importing questions

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Jeremy S. Marshburn wrote:

> I'm Jeremy from American Data Technology, Inc. I've been given the
> task of importing client data from our current ISP Billing software to
> Optigold ISP 3.3. However, I'm getting rather confused on how to go
> about doing this.
>
> Firstly, the client data does not contain a field for email address for
> that client. I have to do that in a separate import. How does Optigold
> match the email address imported with the right customer? Does it match
> up the login field? Or does it insert in the same order as the
> customers? Having all the email addresses of the customers is important
> for our business.

It's based on login.

> Next, how does Optigold handle importing phone numbers and addresses
> from foreign countries. There is no country field provided or anything
> like that. Also, the phone number fields only seem to handle area codes
> and phone numbers, though I believe that they can hold more than the
> standard number of digits. I figure the import should have the country
> codes and such for the area code and the regular number for the phone
> number. Is that the best way to handle that?

There is no specific field for country code, although you can put them in
area code if you wish.

You can import the customer's country into the "Country" field.

> Another question involves transaction histories. I don't see an obvious
> way of importing the transaction histories of our clients to optigold?
> Is that handled through billing cycle or payments or something else
> entirely? Is it even handled at all? I can't imagine how it wouldn't.

For invoices, you would need to import them as pending charges. For
payments, they can be imported as payments.

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696

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