Customer Import and Export

This program exports your customer records into a delimited text file. This file can then be edited manually or via a spreadsheet program, and then re-imported into the RTA system to update any changes made.

Import Options:

   Create New
          Checked  - New records will be created
      Unchecked - New Records WILL NOT be created

   Update Existing
          Checked - Existing records will be updated
      Unchecked - Existing Records WILL NOT be updated

Import Field Definitions

FieldValueType/Size
FacilityRequiredint(5)
Customer NumberRequiredchar(10)
AbbreviationRequired (must be unique)char(10)
Name
char(25)
Ship address 1
char(25)
Ship Address City
char(25)
Ship Zip Code
char(10)
Ship Phone
char(14)
Ship Contact
char(20)
Ship State
char(2)
Billing Address 1
char(25)
Billing Address City
char(25)
Billing Zip Code
char(10)
Billing Phone
char(14)
Billing Name
char(20)
Billing State
char(2)
Tax Rate

This should be the decimal version of the tax rate.
(i.e. .07 for 7%)

decimal(1,4)
Shop RateThis should be the decimal version of the shop supply rate. (i.e. .07 for 7%)decimal(1,4)
Parts Markup

This should be the decimal version of the parts markup

(i.e. .07 for 7%)

decimal(1,4)
Labor Tax

This should be the decimal version of the labor tax rate. (i.e. .07 for 7%)

decimal(1,4)
Labor Markup

This should be the decimal version of the labor markup. (i.e. .07 for 7%)

decimal(1,4)
GST Tax

This should be the decimal version of the GST tax rate.  (i.e. .07 for 7%)

decimal(1,4)
Tire Markup

This should be the decimal version of the tire markup.    (i.e. .07 for 7%)

decimal(1,4)
Outside Labor Markup

This should be the decimal version of the outside labor markup.(i.e. .07 for 7%)

decimal(1,4)
Outside Parts MarkupThis should be the decimal version of the outside parts markup. (.07 for 7%)decimal(1,4)
ACF Rate

This should be the decimal version of the ACF rate.        (i.e. .07 for 7%)

decimal(1,4)

Motor Pool Rate code
 char(1)
Motor Pool Discount
decimal(1,4)
Parts Account Code
char(25)
Supply Account Code
char(25)
Outside Account Code
char(25)
Labor Account Code
char(25)
Tax Account Code
char(25)
Tire Account Code
char(25)
Markup Percent Charged To
  • A = Average Price
  • S = Selling Price (Default)
char(1)
Finance Charge
  • Y = True
  • N = False (Default)
char(1)
GST Flag
  • B = Compounding (Default)
  • A = Linear
char(1)
Tax Outside Part
  • Y = True
  • N = False (Default)
char(1)
Credit Limit
decimal(7,2)
Type Code
char(2)
Misc Field
char(40)
Shop Supply Taxable
  • Y = True (Default)
  • N = False
char(1)
Terms
char(12)
Email Address
char(60)
Max Part Markup
int(4)
Max Outside Labor/Part Markup
int(4)
Hourly Labor Rate
decimal(4,2)
Use Labor Hourly Rate
  • Y = True
  • N = False (Default)
char(1)