Creating a customer spreadsheet

Customer spreadsheets are great for large numbers of customers or those with many locations/sites. It is also useful if you already have a spreadsheet of customers that you can cut and paste into the template below.

Create a suitable format for copying items from an existing customer list (eg export to a .csv file and open in Excel) or print/display your list for manual typing.
Download the template spreadsheet and look at the worksheet called Help&Examples for guidance.
Select the worksheet called Customer List.
Type or paste your customer names into column B (marked in purple in the example).
Type or paste the location names into column J (marked in purple in the example), ensuring that they correspond with the customer name entered in step 4. If a customer has more than one location, enter them immediately below each other, leaving the customer name blank in column B (refer to examples if required).
Enter other information as required, ensuring that it is in the correct row for the customer/location to which it is related (refer to examples if required). This is optional and can be amended manually through Setup/Maintenance->Customers at a later date.
Save to a suitable folder on your computer for uploading to magic5 in the next stage - Importing a customer spreadsheet.

Hovering over a cell in the top row will give additional information about organising customer information - this may seem quite technical and can be returned to at a later date.