Customer Import

A Customer Import can be used to create new customers, delete customers, or update data for existing customers.

Auto build a layout

Access the Customer Import (Data Files/Customer Information/Customer Import)

Click on the Export Default Layout icon in the top left corner.

The “Fields to Include in Export” screen will open. Choose the appropriate fields you wish to include.

Agility will export the default layout to Excel. The reason to use the default layout is Agility will read the top row of the spreadsheet to automatically map your columns for importing purposes.

Next, fill out your spreadsheet. The second row is the name of the field that will be updated in Agility. The third row is the corresponding table name and field in the Agility database. Each customer ship-to will take up one row in the spreadsheet. If your customer has multiple ship-tos, you will need one row for each unique ship-to.

Once you have finished filling out your spreadsheet, save the file and upload it to the hosted site.

In the Customer Import screen, click on the Default Layout icon.

In the Build Path screen, click the Select a File icon.

In the Select File screen, find the file you want to import, click it, then click Open.

The file will pull back into the Build Path screen. Click OK.

The default layout has now been built. To update it, double click on the Default Layout Definition row or click on the Update Record icon.

In the Definition field, clear the name Default Layout Definition and type in the name you would like to use for your Customer Import layout. Click Save.

Choose to Update Existing Record. Doing this will allow you to use the Default Layout again to auto map any new imports you may want to do in the future.

To confirm the fields are mapped correctly, click on the tab corresponding to the tab in customer maintenance that will be updated. Review the Field Name and Value. Use the left and right triangle icons on the right side of the import maintenance screen to see more tabs.

If changes need to be made, make them and Save. Then Click the red X in the top right of the screen to exit back to the Customer Import screen.

Manually build a layout

If you just need to update a couple of fields for your items, it may be quicker to manually create an import layout for those few fields. In the Customer Import screen, click the Add new record icon.

Type the name of your layout in the Definition field. Then, click on the Build a directory path icon.

In the Build Path screen, click the Select a File icon.

In the Select File screen, find the file you want to import, click it, then click Open.

The file will pull back into the Build Path screen. Click OK.

You will need to manually map each field in the spreadsheet. Start on the Action tab and specify the number of header rows. The import defaults to importing to the customer, ship-to, branch ship-to and bill-to tables. If your import file does not have data for any of those tables, set the value to No.

Next, click on the Sold-to tab. Click on the drop down arrow and choose the column in the spreadsheet that matches the field. Continue through all fields you need to map. When finished with the Sold-to tab, move on to each additional tab, manually mapping each field to the corresponding column.

When you have finished manually mapping all your fields, click the Save icon. Close out by clicking on the Red X in the top right corner of the screen.

Import customer file

To import a file, open the Customer Import screen. Click on the Definition ID that you want to use that matches your spreadsheet. If the Transaction file is correct, click the Process button in the bottom right of the screen.

To choose a different transaction file (like for re-using a layout with a new spreadsheet you wish to import), click the Select a file icon.

Find the file you wish to import, then click Open. To import this file, click the Process button in the bottom right of the screen.

When the import has completed, the Customer Import Audit will appear. The audit will show how many records were processed, created, updated, deleted and failed. If there were failures, Agility displays with a column that explains the cause of the failure. There is also a column for Warnings, which explain what data in the import file may not match what is in Agility.

The audit report can be exported to Excel. Use the export file to make corrections and import the file back into Agility.