Import
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      1. INTERNAL - Bepoz Help Guides
      2. Installation / System Setup Guides
      3. Import

      Account Import

      SCHEDULED JOB DESCRIPTION AND USAGE STILL TO GO HERE

      TEMPLATES:

      ACCOUNTID ACCTNUM  CARDNUM  ACCGROUPID  ACCGROUPNAME TITLE FIRSTNAME LASTNAME STATUS OTHERNAME1 OTHERNAME2 ADDRSTREET1 ADDRSTREET2 ADDRSTREET3 ADDRCITY ADDRSTATE ADDRCOUNTRY POSTCODE  HOME WORK FAX  MOBILE EMAIL1 EMAIL2 POSTSTREET1 POSTSTREET2 POSTSTREET3 POSTCITY POSTSTATE POSTCOUNTRY POSTPOSTCODE COMMENT DATEJOINED DATENEXTRENEW DATELASTRENEW DATEEXPIRY MEMBERSHIPID  RENEWALID  DATEBIRTH GENDER DONOTPOST DONOTEMAIL  DONOTSMS  DONOTPHONE  EXPORTCODE1  EXPORTCODE2  CREDITLIMIT  DISCOUNTLIMIT  STOPCREDIT  CASHONLY  POINTSEARNOK  POINTSREDEEMOK  POINTSPERCENT  USECALINK  ACCOUNTTYPE  ALLOWEDVENUEID  ALLOWEDOPID  PRICENUMBER  PRICINGMODE  PRICINGSORTTYPE  PRICINGPERCENT  DISCNUMBER  USEGROUPSETTINGS  STATEMENTCOMMENT  ORDERNUMREQD  CUSTOMFLAG1  CUSTOMFLAG2  CUSTOMFLAG3  CUSTOMFLAG4  CUSTOMFLAG5  CUSTOMFLAG6  CUSTOMFLAG7  CUSTOMFLAG8  CUSTOMFLAG9  CUSTOMFLAG10  CUSTOMNUM1  CUSTOMNUM2  CUSTOMNUM3  CUSTOMNUM4  CUSTOMNUM5  CUSTOMDATE1  CUSTOMDATE2  CUSTOMDATE3  CUSTOMDATE4  CUSTOMDATE5  CUSTOMTEXT1  CUSTOMTEXT2  CUSTOMTEXT3  CUSTOMTEXT4  CUSTOMTEXT5  CUSTOMTEXT6  CUSTOMTEXT7  CUSTOMTEXT8  CUSTOMTEXT9  CUSTOMTEXT10  CUSTOMTEXT11  CUSTOMTEXT12  CUSTOMTEXT13  CUSTOMTEXT14  CUSTOMTEXT15  CUSTOMTEXT16  CUSTOMTEXT17  CUSTOMTEXT18  CUSTOMTEXT19  CUSTOMTEXT20  ACCOUNTBALANCE  GROSSTURNOVER  NETTTURNOVER  POINTSEARNED  POINTSREDEEMEED  JOININGFEES  RENEWALFEES  COUNTVISITS  DATELASTTRANS 
                                                                                                                                                                                                                                         

      Extended (To include Membership joins/renewals or import to update details matching on ACCID)

      address city address state address country postal street postal suburb postal city postal state postal country postal code a/c ID comment pos point earned pos point redeemed charges gross charges nett payment charge OK (0 = cashonly) Account Group Name

       

      Standard 

      Transaction: Can be used to import points or account charges/payments

       

      EXPORT:

      Export from Bepoz to create an import file if bulk updating

       

      EXAMPLES:

      Standard 

      Extended 

      Account ID Account Number Card Number Points Earned Points Redeemed Charges Gross ChargesNett Payments Costof Charges Group Total 1 Group Total 2 Group Total 3 Group Total 4 Group Total 5 Group Total 6 Group Total 7 Group Total 8
      30883     5310                            

      Transaction: