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Dotypos Cloud lets you import or export customer orders. If you have already created customer orders, you can export them to the file and use it for backups or adjustments. If you import this file back via Dotypos Cloud, the customer orders will be automatically updated or newly created. You can import files in .xls, .xlsx and .csv format.

 

Before the file is actually uploaded to the cash register, its contents are displayed and a data check is performed. If you include a column in the import, it should always contain a value. You can exclude a column from the import by selecting the Don't import option in the drop-down menu for a specific column during the import (data check).

Each customer account has its own ID number (column customerId).. If you adjust a customer in the .csv file, the customer account with the same ID number will be adjusted in Dotypos Cloud after it is imported and in the cash register after synchronization.

If you have not created any customer accounts yet and you want to batch import them, download the .csv template from Dotypos Cloud and replace the sample data with yours. Then import the file. The sample procedure is described in this chapter.

You will find the import and export buttons in the page heading at Item management » Customers.

 

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To find out how to import / export see the parent chapter.

 

Description of import file columns

Customer import file

externalId

The unique number of the customer for self-identification (choose any series of numbers, e.g. 101, 102 and so forth). Each customer number must be unique. Do not reuse a number that has already been assigned to a deleted customer.

customerId

Do not fill this column out, but leave it with empty values. It is used to identify record updates internally.

vatId

VAT number of customer

firstName

Customer’s given name(s)

lastName

Customer’s surname

companyName

Company name

barCode

Customer’s PLU bar code (used e.g. for customer cards).

email

Contact email

phone

Phone number without spaces (420111222333 or 111222333)

birthDay

Date of birth in rrrr-mm-dd e.g. 2029-05-12.

address

Street / Address of residence

city

City

zip

ZIP code

country

Country code, e.g. CZ

discountGroup_id

Discount group ID

points

Number of bonus (customer) points

note

Note (This note will be printed on the receipt.)

internalNote

Internal note (This note will not be printed.)

headerPrint

Header for printing

expireDate

Order expiry date in yyyy-mm-dd hh:mm:ss, e.g. 2029-05-12 00:00:00. The indicated time is not relevant, but must be filled out. The expiry date is always set to midnight at the start of the day.

tagsList

Tags separated by commas

deleted

Number indicating a deleted customer (1 or 0 - deleted/non-deleted). Once a customer has been deleted, it no longer appears on the cash register. The default value is 0.

display

The number determining whether the customer is displayed in the customer overview on the main screen or not (1 or 0 - displayed / hidden).

vatNo

ID number of customer

sellerid

Internal number of the independent seller. If it is filled in, this customer will belong to a independent seller with this number. The independent seller number is the same as the employee number you have set as a independent seller.

Required items are in bold in the first column of the table, other items (data) are optional. The required columns refer to the import of new products and must always contain a value!

 

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Are supported .xls, .xlsx and csv files with delimiter ; (semicolon) and , (comma). If semicolon is used, it is possible to separate decimal places by commas and periods. If you use a comma as a data separator, you must use a period to separate the decimal places.

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This manual is for information purposes only and does not provide any warranty. The given specifications may be changed without prior notification. Illustrations and schemes are for information purposes only. The appearance and functions of both the device and software may differ based on the current version of the product and applications.

Created with from Dotypos. ©2024 Dotykačka ČR s.r.o.

  

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