Importing a Backed Up Client List

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Importing a Backed Up Client List

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Importing a backed up client list in CreditWatchExpress is very simple and can be accomplished in three simple steps.

 

1To begin the import of your backed up Client List, navigate to the Client Data screen as pictured in Figure A and click Import under the Owner's frame.

 

Figure A: An empty client list.

screen_importcustlist1

 

2The open file dialog will open as shown in Figure B and from here you must navigate to the location of your backed up client list and select open to load the file.

 

Figure B:  Open file dialog.  Navigate to the location of your backed up client list.

screen_importcustlist2

 

 

3Unlike initially importing your client list, CreditWatchExpress will be able to automatically fill out the values of the client list from the file it created when you backed up your client list so no changes are necessary to the Import Form.  Please note in Figure C that Customer Number, Company, and Owner are already filled out.  These selections are automatic when importing a backed up list that you created with the program.  To continue simply select OK and your imported Client List will display in the Client Data screen

 

Figure C:  Imported Settings.

screen_importcustlist3