RMS – CLIENT IMPORT
UTILITY
This
utility allows the import of clients from a standard Comma Delimited file into
the RMS system.
This
utility will only work with version 8.
You must
be able to provide a CSV file in the format as indicated below. It may be necessary to seek technical advice
in order to create your file in the format that RMS requires.
RMS can
provide a data conversion service which will be chargeable depending on the
format and quality of the data provided.
RMS Client Import File Format:
The file
to be imported must be in a comma delimited CSV format.
The name
of the file is not important however it must have a .CSV extension.
Microsoft
Excel is able to save using a CSV format that should match these requirements.
Please Note: RMS is able to determine whether the first record is a header record or not, thus it is not necessary to strip the header record (field names) prior to the import.
RMS requires that ALL fields be present in each record even if they are empty. If using Excel to create the file please put at least one character or word in the last field of all records (notes). This will force Excel to export all fields in each record regardless of whether they are empty.
Open the completed file in Notepad or WordPad to see/check the final output - you should see 18 fields on every line.
Fields
should be in the following order:
1. Groupname
2. Surname
3. Given
4. Title
5. Address Line 1
6. Address Line 2
7. Address Line 3
8. Town/City
9. State
10. Postcode
11. AH Phone
12. BH Phone
13. Mobile Phone
14. Fax
15. Email
16. Spare 1
17. Spare 2
18. Notes
DOWNLOAD & OPERATION OF THE
RMS CLIENT UTILITY
Go To
Logon
To Support & Downloads using
your Client ID
Download
RMS Client Import Utility to your
desktop
When the download is complete
Go To
Your desktop
Double Click
The ClientImport.exe or
StudentImport.exe icon
Enter
The path to locate your CSV file
Select
Import Clients button
Exit