Exporting customers from POSIM

Exporting customers from POSIM and getting them in the correct format does take some time. Since we are going to look at every ID, make sure you eliminate duplicates and clear out entries that are just wrong at the same time. 

Here's what was shared by a CheckIn client:

1. Open the customer card and click Advanced Search.

2. Choose a range to search that includes all of your customer IDs, like 1 to 20000.

3. Export to Excel or csv.

4. Delete columns not transferring to CheckInPOS.

5. Sort the file by last name and then first name.

6. Delete any IDs that are clearly wrong (for example, no name).

7. Look at any multiples with the same first and last name.

      a. Use other information (like address, email, and phone) to see if they are the same person or not.

      b. If they are the same, merge to one customer ID.

8. For rows with the same customer ID, move the data we need to one of the rows and delete the others so the final data contains only one row per customer ID.

9. Finally, put the columns in the same order as the template and make sure the header row is also the same as the template.