Client Import Utility

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This utility allows the import of clients from a standard Comma Delimited file into the RMS system.

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 provides a data conversion service with charges according to 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 in 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

www.rms-global.com

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 Client Import.exe icon

Enter

The path to locate your CSV file

Select

Import Clients button

Exit.

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