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Add new information to existing customers

Last post 01-25-2010 11:56 AM by Boyd. 2 replies.
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  • 01-25-2010 10:55 AM

    • Boyd
    • Top 500 Contributor
    • Joined on 12-26-2009
    • Posts 9

    Add new information to existing customers

     Is there a way to import from excel new information to existing customers.  The API that I am using will not let me import to an existing customer.  I have created new fields in the customer table and have customize my customer screen.  I now want to import from excell the new information to existing customers.  Does someone have an API that will allow me to do this?

    Thanks for your input,

    Boyd Huneycutt

  • 01-25-2010 11:08 AM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Re: Add new information to existing customers

    Hi Boyd,

    I have an excel sheet that sounds like what you are looking for. It's an adaptation of the sample import utility you may have seen to allow uploading to existing customers, not just adding new customers. 

    Send me an e-mail at matt@techinthefield.com with your contact info so I can make sure this is what you are looking for.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 01-25-2010 11:56 AM In reply to

    • Boyd
    • Top 500 Contributor
    • Joined on 12-26-2009
    • Posts 9

    Re: Add new information to existing customers

     Hello Matt,

     

    An email is on the way.  Thanks again for such a quick response.

     

    Boyd

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