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I am importing my customer database from MS Excel into MoCo. What do I need to take note of ?

April 26, 2017customer database Excel importing moco MS note

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I am importing my customer database from MS Excel into MoCo. What do I need to take note of ?

1 Answer

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10 Posted

Firstly, make sure that the first row of your excel file is the field names. The field names of your excel file do not have to match exactly with the field names of MoCo. Secondly, at the configuration settings of MoCo, under the “Default Import Address Book Delimiter” group, update the spreadsheet name of the excel file you are going to import (See below picture). Remember to save by clicking OK.