Exporting/Importing Customer Group Relations

Fishbowl has two features that are closely tied together: the ability to export Customer Group Relations and the ability to import that same type of data. You could use the Export feature to create a file containing your Customer Group Relations. You could then send that file to a franchise who could Import it into their version of Fishbowl updating their Customer Group Relations.

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

When the Customer Group Relations data is Exported it will be formatted according to the table below. If you are Importing the data file must be formatted according to the table below.

All fields will be one of two types:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly
Numeric - A decimal number greater than or equal to zero with up to four digits after the decimal point. The number must not have thousands' separators in it - 1234.56 is a valid number, while 1,234.56 is not.

Fields of a Tracking Info Type file.

Column Name	Type	Description
CustomerName	Text	The Name of the Customer to be added to a group.
CustomerGroupName	Text	The Name of the Customer Group to add the Customer to.

The file must contain column names in the first row, using the column names in the table above.