RadioTraffic.com 101

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Customers

We have the ability to batch import Customers using a Microsoft Excel(tm) formatted file. This allows you to use an external tool such as Microsoft Excel(tm) to create a big list of Customers and associated information. This work can easily be segmented across multiple people in an effort to get fast-tracked in starting up with RadioTraffic.com.

Note: It is critical that the information entered is checked for any and all errors.

Structure

The file should be formatted so that the first row contains the column names and the following rows contains the associated data for each column. Each row (starting at row two) should be a single Customer. If a duplicate name of a Customer is encountered, it will not be imported. Address, if included, must be complete as this is validated upon import. If not included or invalid, the address will be left blank.

Fields/Columns

The following columns are recognized:

• CustID - This value, if included, will be combined with the import comment.
• Customer
• Contact
• Address
• City
• State
• Postal
• Phone
• Fax
• Email
• Status - Recognized values are: Active, Inactive, Yes and No. If blank, defaults to Active.
• Agency (A)
• Sales Person (A) - Format of names needs to match RadioTraffic.com configuration for formatting of sales people names. Requires both a First Name and Last Name.
• Primary Conflict (A)
• Secondary Conflict (A)
• Revenue Source (A)
• Revenue Type (A)
• Billing Cycle - Recognized values are: Calendar, Broadcast, Weekly, End of Schedule and EOS.
• Avail Type (A)
• Separation Type - Recognized values are: Minute, Break.
• Separation Amount - Value must be numeric only.
• Credit Policy (A)
• Invoice Type - Recognized values are: Detail, Detail Affidavit, Detail Notarized Affidavit, Summary, Summary Affidavit, Summary Notarized Affidavit, Times, Times Affidavit, Times Notarized Affidavit, Times/Rates, Times/Rates Affidavit, Times/Rates Notarized Affidavit, Co-Op Notarized Affidavit, Co-Op and CoOp.
• Created - If provided, will set the creation date of the Customer to this date.

Some of the above columns, there are multiple words that can be used. Only one of these words per bullet point can be used; otherwise results are unknown and can be very undesired. The columns ending in (A) are entities that will automatically be created if they do not already exist in the RadioTraffic.com settings. Character casing and spaces in column headers are optional. Order of the column headers is also completely optional. Additional (unrecognized) columns are completely ignored.

It is critical that this file is verified prior to import; otherwise, the result may not be what was desired.

Downloads

• Customers.xlsx - Microsoft Office Excel Workbook.
• Customers.xls - Microsoft Excel 97-2003 Workbook.
• Customers.csv - Comma delimited.

Related

Using Microsoft Excel 2010 to convert a fixed-width text file.