UniLink Data Systems

IMPORTING CUSTOMERS/DEBTORS

The MLE box at the top of the screen must contain CUSTOMER or CUSTOMER,CASH

The former will create customers that are regular debtors (to whom purchases can be charged), while the latter will create the customers as ‘cash’ accounts. Do not press the TAB or the Enter key after you enter the above – use the mouse instead.

The input data record must be comma delimited, with character fields being optionally enclosed with single or double quotes. The following, therefore, are all valid:

Worthington-Smith
‘Worthington-Smith’
“Worthington-Smith”

If the name contains an apostrophe (i.e. a single quote) then you must enclose the field within double quotes, e.g.: “Joe’s Bookshop”

In the record description below, trailing commas (for blank fields) are not required.

The fields in the input record are:

Field	Maximum Length

Account Number	10
Title	6
First Name or Initials	15
Surname / Company Name	80
Business Phone Number	15
Home Phone Number	15
Fax Number	15
Address Line #1	30
Address Line #2	30
Address Line #3	30
City	25
State	3
Post Code	10
Country	20
Attention (Person’s Name)	30
Contact’s Name	30
Remarks	20
Customer Type	1
Account Type (C=Cash, I=Internal, Blank=Default)	1
Percentage Discount	5 (e.g. 12.25)
Credit Limit	7
Group Code	5
Sub-Group Code	5
Date that Account was Created	DD/MM/YY or DD/MM/YYYY
Notes #1	15
Notes #2	15
Notes #3	15
Notes #4	15
Post-It Note	60
E-mail Address	120
Alternate Access (e.g. Student ID)	20
Central Billing Account Number	10