Importing a client list

To import a list of clients you need to organize the spreadsheet as in the illustration.

See an example below:

The "NOME2" field is for the name of the spouse or other person to contact in addition to the primary contact.

Fields "ENDERECO2"=ADDRESS 2, "CONDOMINIO2"=CONDOMINIUM 2, "CIDADE2"=CITY 2, "ESTADO2"=State 2, "CEP2"=Zip Code 2 are available for the delivery address.

Field vehicle is used for the medium as the client met the store.

CAMPAIGN is used for promotional campaigns welcome the customer site links.

The OBS field is for any comments beyond the available fields.

The advantage of this feature is the easy import a client list for telemarketing, sales and direct mail.

The "NASC"=BORN field is to record the date of birth and import must be in the following year-month-day format -> 2014-12-01 and separated with a hyphen.