Please print out the PDF Guide with this article to show you the fields in the order that Crate Pro 6 imports into the Customer database. Please use it along with the information and video in the Screen Shot Lesson. Arranging your spreadsheet or flat file in advance of importing will not only make it much faster, it will allow you to very quickly enter additional information you may wish to include that may not already be in your import spreadsheet.

 

*** IMPORTANT: In the instruction PDF it indicates that you may leave the CLIENT ID field blank or enter your own ID series. Do NOT leave this field blank prior to import!

1> You must enter an unique ID number for each customer you are importing. Ensure that you are entering unique numbers and not repeating them. Go to Preferences -> Misc -> Numbering in your Crate Pro 6 database to ensure your unique Client ID will not be duplicated by Crate Pro's automatic numbering sequence. Increase the Customer ID numbering to be greater than your greatest imported Customer ID number. (This will no longer be a requirement in a future build and you will be able to allow Crate Pro 6 to generate the Client ID)

 

2> MIGRATION - After migrating you will MUST reset the Customer ID field in Preferences -> Misc- Numbering to a number higher than your current highest Customer ID number. Otherwise you will duplicate your Customer ID numbers!

IMPORTING CUSTOMERS INTO CRATE PRO 6 (Video Lesson)