Importing Customer Data From a CSV or Microsoft Excel File

Use the Options and Tools | Integrate | Customer Import feature to import lists of customers from a Comma Separated Value (.csv) or Microsoft Excel .xlsx file. The Microsoft Access Object Library 12.0 must be installed onto your iSupport web server for this feature.

Click the Browse button to select the file containing the customer information. Click the Load button to populate the Import Source column with the columns in the spreadsheet. The worksheets in the file appear in the Worksheet field; select the worksheet containing the data to import.

The Assignee field appears if you have the Service Desk Edition and Opportunity Management functionality is enabled; select the support representative to populate the Assignee field for use with Opportunity functionality.

Map the columns in the Import Source list to the columns in iSupport.

• To map a column, select a column in the Import Source list and in the corresponding column in the iSupport Columns list. Then click the right arrow  button. The associated fields display under Mapped Columns. You can use the SYNC_KEY field to map to a value that is an unchanging unique identifier field in the source database.

• To remove an entry from the Mapped Columns list, select the entry and click the left arrow  button.

When finished, click the Import button to execute the import.