In Service Suite it is very easy to export your customers to e.g. your ERP system. Most ERP systems provide the means for importing customers through the use of comma-separated files, which easily can be exported from Service Suite.

As there are no common file definition for how ERP systems import customers, the first thing to do is to figure out how, and in which format, your ERP system are capable of importing customers.

When this is done you use Service Suite to define the format that your ERP system demands.

 Defining a format for exporting customers.

You define a format for exporting your customers by selecting the menu: "Settings" from the "Main menu" in Service Suite.

The menu now changes and contains a number of new menus. From this new menu you select the menu:" ERP-system", which will display the following screen:

In this case the Exchange folder has already been defined, so we will begin by defining the format for exporting the customers. This is done by pressing the link: "Change format" besides the Customers label, and Service Suite will launch this dialog:

In order to create a new format we press the button: "Create new format", and the screen will change to:

In this dialog you enter a name for the format, as well as a brief description of the format. Besides this you specify the filename of the file that you typically wish to export the customers to. Only the filename should be entered, as the exchange folder specifies the path.

As many ERP systems have somewhat limited import options, it is also possible to specify whether the used character set should be ANSI or ASCII.

The file type will in most cases be comma-separated (CSV) files.

When these information's are specified the button: "Next >" is pressed and the next step will be displayed:

Here you specify which fields to export, as well as the position the fields should be exported in. If there are fields that should not be exported a 0 can be entered in the position column besides the field. For some of the fields you can specify that a fixed value should be exported. If you e.g. wish to export the customers with the value: "A1" in the field "Group", this can be done by entering: "A1" in the "Fixed value" column besides the "Group" field. When the customers are exported the file will contain the value: "A1" at the position defined in the position column besides the field.

When the format has been defined the button: "Finish" is pressed, and the dialog is closed. In the previous dialog you can now see your new format in the list, and we are ready to export the customers.

 Export customers.

Exporting the customers can be done from the customers. You can find your way back to the customers by selecting the menu: "Main menu", and then selecting the menu: "Customers".

From the menu, the menu: "Export customers" are selected which will launch this dialog:

Here you specify which file to export the customers to, select the format you have just created and press the button: "OK".

Now all you need to do is to wait for the export to finish and press the button: "OK".

The definition of the format naturally only needs to be done once, as Service Suite will store this format for future use.

If you have any questions about how to export your customers from Service Suite, you are always welcome to contact us at: servicesuite@mamut.com