Importing Customers Into Peachtree

To complete the transfer of customer information from Job Manager to your Peachtree system, you must start the Peachtree application and import the formatted text file exported from Job Manager. Customer files may be imported into Peachtree via the Select Import/Export window, which can be accessed from the File menu. For more information on the import mechanism and procedures used by Peachtree, please consult your Peachtree documentation.

Importing customer information into Peachtree

1. Back up your Peachtree database. For information on backing up Peachtree databases, please refer to your Peachtree documentation.
2. From the File menu, choose Select Import/Export. This will open the Select Import/Export window.

1. Select "Customer List" from the Accounts Receivable import/export templates listing, then click IMPORT. This will open the Customer List window, which allows you to specify the format of and then import text files containing customer information.

1. Under the Fields tab, specify the format of the customer information exported from Job Manager. 'Check' the 'Show' checkbox corresponding to each Field that appears in the table below, make sure no other Show checkboxes are 'checked', then use the Move Up and Move Down keys until the values in the "Col #" column match those in the table below.

1. Under the Options tab, click the expander button in the Import/Export file section. This will open a standard Open dialog, allowing you to specify the file you would like to import. In the dialog, locate the formatted text file containing the Job Manager customer information you would like to import and click Open.

1. 'Check' the "First Row Contains Headings" checkbox in the Import Options section of the window if it is not already 'checked'.
2. To save the file format information and import options you have specified for later imports of Job Manager customer information, click SAVE, then specify a name and description for the import template and click SAVE in the Save As dialog. The name "Customer List - JM" is suggested.

NOTE: The saved import template will be available in the Accounts Receivable import/export templates listing of the Select Import/Export window. To use it, select the import template and click IMPORT to open the import window, then select the appropriate Job Manager formatted text file using the Options tab of the import window and click OK.

1. Click OK. This will import the customer information from the formatted text file into the Peachtree system.

important! The Customer Code field of Job Manager customers is mapped to the Peachtree Customer ID field in the formatted text file exported from Job Manager. Upon import, Peachtree uses the Customer ID to determine whether to use the Job Manager customer information in the file to update a pre-existing customer or to create a new one. When updating a customer record, Peachtree deletes all of the previously defined customer information and replaces it with the information in the formatted text file. For this reason, it is highly recommended that only customer information for customers who have not yet been added to the Peachtree system be transferred from Job Manager into Peachtree.