Importing Customers into CenPoint from a .csv file

Importing Customers Into CenPoint

CenPoint highly recommends using a desktop/laptop computer to import customers.

Go to portal.cenpoint.com and sign in. 

You must use a .CSV file to import your customer list into CenPoint, .csv files are good 

across all platforms i.e. Windows and Mac and can be opened by Excel.

Get a .CSV file of your customers.

If you are exporting customers from Quick Books use the following steps:

   a. Go to Customers->Customer Center

  b. Go to Excel and from the drop down list choose Export Customer List

  c. Choose Create a comma separated values (.csv) and choose where to save that file.

Once you have your file saved:

Open your .csv file, and check what customers you want active 

(only active customers are imported)

 by typing one of the following options in the Active column (if not already marked)

Active, Yes, Y, True, T, 1

If you happen to have a customer with a colon in their name, 

they will need to be entered manually. 

*Any fields that contain a colon in the customer name like in lines 14 & 15, 

(pictured below), will not be added as a customer.

Importing the data into CenPoint.

Open CenPoint go to Utilities-> One-Time Conversion->Import Customers from .csv file

Step 1- File Options

Choose the row to start on.

Example: in the picture below 'row 1' contains headers, and the data starts on 'row 2'.

In this case '2' would be typed in 'Start on row' in CenPoint.

Step 2: Customers

b. Now match the rows of the .csv file to the corresponding fields in CenPoint.

Example: In the .csv file pictured below the customer name is listed in column B. 

In CenPoint 'B' would be typed in the customer name field. (Pictured below)

Example 2: The address fields (pictured below) are in columns J,L,M,N

In CenPoint:

'J' is in address 

'L' for City

'M' for State 

'N' for Zip code.

Example 3: 

If you have a column on the .csv file that contains multiple items of information,

(Example column 'K' pictured below) such as City, State, and Zip,

Click the 'Parse Address' box in CenPoint and Type in the column names

 separated by a comma.

Then continue matching the columns of the .csv file to the corresponding fields for

 Step 2: Customers and Step 3:Contacts.

Step 4: CenPoint Options

Choose the branch where this import belongs.

    * To set up a branch go to ->List Management->Company Branch Information.

Choose the option to Replace all customers or Keep and add to existing customers

 by clicking the corresponding radio button.

Choose the default terms for customers. 

   * To set up terms go to -> List Management->Terms

Step 5: Import

Click the Import button, and hum a happy little tune 

while your customers are being imported into CenPoint.