Template:Customer Import
Template page
- The Customer Import task imports customers from {{{1}}} into Fishbowl. A customer link is created by storing the {{{1}}} customer ID in Fishbowl. Use these settings to determine how your Fishbowl customers are matched to {{{1}}}.
- Schedule - Select the
Active checkbox to import customers from {{{1}}} on a set schedule. Click the 
Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized. - Link and update existing customers only - Use this option if the customers already exist in Fishbowl and {{{1}}} and you just want to link them together or update them.
- Import, link, and update customers - Use this option if you want to import customers from {{{1}}} into Fishbowl and link them together. If the task is set to run on a schedule, linked customers will be updated and new customers will be imported into Fishbowl.
