Customer Master Upload
When a new customer is created, or if a current customer's details get updated in Pastel, you need to export the data to the eApp.
Step 1:
Go to the reporting system in Pastel. Select the folder 99 eApp. Inside that folder there are two exports: Contacts and Customer Export.
Step2:
Click the applicable box next to either Contacts or Customer Export and click the Button named Run.
Excel will open
Step 3:
Save the Excel spreadsheet to your Desktop and name it either Customer_export.xls or Contacts.xls, whichever is applicable.
Step 4:
Go to the eApp and select Master Data. Then select Customer Master Upload.
Step 5:
* Either drag and drop the applicable file from your Desktop to the eApp
OR
* click on the drop area, which will open the file browser.
The file will upload and will update the customer's data.