Changes for page Checkin Data Import Tool

Last modified by David Muszynski on 2025/04/11 18:21

From version 3.1
edited by David Muszynski
on 2025/04/11 18:14
Change comment: Uploaded new attachment "Screenshot%202024-11-15%20at%201.40.08%20PM.png", version {1}
To version 1.2
edited by David Muszynski
on 2025/04/11 18:12
Change comment: There is no comment for this version

Summary

Details

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26 26  
27 27  **Field Mapping**
28 28  
29 -**Customers** - this is rarely ever changed. Typically we are not importing tax info unless specified but customer or notes. Sometimes there are extra fields at the end that the customer wants imported, but for the most part its very straight forward.
29 +* **Customers** - this is rarely ever changed. Typically we are not importing tax info unless specified but customer or notes. Sometimes there are extra fields at the end that the customer wants imported, but for the most part its very straight forward.
30 30  
31 -[[image:Screenshot%202024-11-15%20at%201.19.03%20PM.png||height="665" width="1000"]]
32 -
33 -**Suppliers **- This one is done less often and people tend to not always use our template. It is a very simple import so typically we don't have issues here, but this may have to be mapped manually.
34 -
35 -[[image:https://doctormac.teamwork.com/desk/file/3144382/Screenshot%202024-11-15%20at%201.27.01%20PM.png||alt="Image Placeholder"]]
31 +[[image:Screenshot%202024-11-15%20at%201.19.03%20PM.png]]
Screenshot%202024-11-15%20at%201.27.01%20PM.png
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