Importing customer data from an ODBC database

Last Updated : Sep 26, 2018 |

About this task

Use this procedure to import customer data from an ODBC database 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 dialog box, select Import from ODBC.
  6. Click Next.
  7. In the Select DSN dialog box, do one of the following:

    • To select a system or user DSN, select a DSN from the list.

    • To select a file DSN, click the File DSN tab and browse to the DSN file.

  8. Optional If the ODBC source requires a login ID, in the Login Information section, type the user name and password.
  9. Click Next.
  10. Click the table name or view name from which you want to import customer data and then click Next.
  11. In the Map Data dialog box, do the following:
    1. Drag the first row from the Data Source Fields area to the appropriate Mapping column in the OCMT Target Fields area.
    2. In the Data Source Fields area, check and complete the mapping for the other rows .
    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.

  12. To remove the mapping, click the Mapping column in the OCMT Target Fields area and click Clear Mapping.
  13. To import only a selection of the records from the source file, select the Select Range check box, and then select the beginning and end of the range of records to import.

    If the start record is the same as the end record, the data in that record is imported.

  14. Click Finish.