SimplePin provides an easy way to import a large number of customers and invoices into our database. This method can also be used as a simple alternative to SimplePin's API.
To start importing:
Note that if during the import process the system finds a customer with the same customer ID and new data, the customer's information will then be updated. If the invoice ID found in the system is different from the previous record, then the invoice will be reopened and resent to a customer.
Description of the import document format
Our template document is divided in two sections. The section with the columns highlighted in blue specifies the customer's details. The section in green specifies the invoice details. If you want to import or update customers only, you can easily do so without specifying any invoice information. At the same time, invoices can't be imported without the customer's details.
When you import data into SimplePin, we verify if the customer ID and email address in Excel is consistent with the customer ID in our database. We also create a new record in the event that the customer does not exist. If during the import process we find that the customer does exist, we then update the company's customer details. If the new information is different, we then update entries in our database. Similarly, the same process works for invoice entries, except in this case we validate the invoices by invoice ID.
Customer information
Want to know more about SimplePin? Call our toll free number: 1 800 727-4136. You can also email us at info@simplepin.com, or contact us through our website at simplepin.com/contact-us or request a demo with one of our product specialists.