General information on importing data into the ems system can be found here: Importing data
Import of customer data from Schoch order (Alfred) #
As a first step, export the customer data from Schoch Auftrag to Excel (csv). As Schoch orders have less stringent rules for entry, you may need to make corrections to the data.
Now open the import dialog in ems: Customer addresses → Advanced menu top right → Import / Export data
Now drag the file (*.csv) into the upload area. The file is then automatically analyzed and the dialog for linking the fields is displayed. Select the settings as shown in the following image:
You may need to deactivate the “Address verification…” option if the data is not of the required quality.