Importing customer data from a text file

Last Updated : Sep 26, 2018 |

About this task

Use this procedure to import customer data from a text file into Oceana Customer Management Tool to save time and prevent data entry errors. If you cannot import customer data through a text file or an ODBC connection, you can manually add the data to Oceana Customer Management Tool.

Procedure

  1. On the Oceana Customer Management Tool interface, click Import customer data.
  2. On the Customer Settings page, click the Customer Data Import tab.
  3. Click Import Customer Data To Tool.

    If the Customer Data table already contains data, Oceana Customer Management Tool displays the OCMT Import Customer Data dialog box.

  4. In the OCMT Import Customer Data dialog box, do one of the following:

    • To add data to the existing table, click Append to Data Table.

    • To create a new table, click Clear Data Table.

  5. In the Select Import Type window, select Import from Text File .
  6. Click Next.
  7. Click Browse to navigate to the appropriate directory.
  8. Select the file and click Open.
  9. Click Next.
  10. To select how the fields are separated in your source file, click one of the following:

    • Tab

    • Character

    The default character is a comma.

  11. To import a selection of records only from the source file, select the Enable Record Selection check box, and then select the beginning and end of the range of records to be imported.
  12. If the first row of the source file contains column headers, select the First row shall contain column headers check box.
  13. Click Next.
  14. In the Map Data dialog box, do the following:
    1. Drag the first row from the File Source Fields area to the appropriate Mapping column in the OCMT Target Fields area.
    2. Check and complete the mapping for the other rows in the File Source Fields area.
    3. Optional In the source database table, if the area code or international code or both are in the same field as the telephone number, map that field to Phone Number in the OCMT Target Fields area.

      You can use the Customer Settings page to split the number into international code, area code, and phone number.

  15. Review the Mapping Results table.
  16. To remove the mapping, select the mapping column in the OCMT Fields table and click Clear Mapping.
  17. Click Finish.