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Computers and Software => Business/Shop Management Programs => Topic started by: shirtz on October 09, 2014, 11:29:32 AM
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Has anyone made the switch from t-quoter? Want to know if customers can be imported and if has been a success for anyone.
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i was told they can't, but maybe that has changed
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Has anyone made the switch from t-quoter? Want to know if customers can be imported and if has been a success for anyone.
hmm, my understanding was that they will import the data if you can get it. What is the T-quoter running on? I am thinking you can tap into the database or spreadsheet system directly and pull it out. . .
pierre
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If your current program can export contacts to .csv and you are willing to do the work to clean up the .csv sheet it should be doable to import into nearly anything. Shopworx should provide a .csv template for you.
What can kill the deal is formatting of phone numbers, etc. Gets tricky removing the "." or "-" separating numbers but there are ways to get it done on a whole column in excel without doing it manually.
My experience has been that I go to all the trouble, make a perfect .csv and the new program always makes a mess of the import, duplicating contacts, omitting stuff, etc.
But good luck!
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it's running as an MDB or access database
you can export your customers to an excel spreadsheet though