Create new Customer Records based on existing Data
Download an existing customer and use this as the basis for creating a new customer. Downloading an existing customer is covered in theDownload Customer Informationsection of this document.
When creating a new customer using downloaded data from an existing customer, you need to clear the ID’s of the downloaded records, as the Wizard will fail to create new records if ID values exist for the record(s) being processed.
After clearing the IDs for all records, modify the details as appropriate. The records will then be ready for uploading.
Adding new Data to a Section
When you have an existing customer and you want to add some data to a section, for example a new Contact, you need to download the customer record so that the associated customer and/or Site IDs are downloaded.
Duplicate Party Name and/or Account Name
Under normal circumstances the Wizard will not allow the creation of customers with the same Party Name and/or Account Name.
There is however a facility to override this by setting the Profile Options in Oracle. For more details, refer to theProfile Optionssection of this document.
