Savance Enterprise Support

1. Click the Center containing the list you want to export.
2. Display the customers you want to export.  If necessary, click the Customers & Jobs tab.  Optionally, click the View drop-down arrow and select a filter.  By filtering the list, you can determine whether QuickBooks exports all list entries or only those that meet certain criteria.
3. In The Center, click the Excel drop-down arrow and select Export Customer List.
4. In the Export window, choose whether to create a new worksheet or update an existing worksheet.
5. Click the Export button.
6. QuickBooks exports all customer fields, except for Preferred Send Method, Price Level, and Preferred Payment Method.  They are listed below.
7. Open the Excel file.  Make sure each column contains the same type of data, especially the 5 address columns.  For example, the vendor's city should all be contained in the same column.  Manually move data around, if necessary.  You also have the opportunity to make any changes to the vendor information, if desired.  For example, you can make some address or spelling corrections.

• JOB OR CUSTOMER NAME
• OPENING BALANCE
• OPENING BALANCE AS OF
• COMPANY NAME
• SALUTATION
• FIRST NAME
• MIDDLE INITIAL
• LAST NAME
• CONTACT
• PHONE
• FAX
• ALTERNATE PHONE
• ALTERNATE CONTACT
• EMAIL
• BILLING ADDRESS 1
• BILLING ADDRESS 2
• BILLING ADDRESS 3
• BILLING ADDRESS 4
• BILLING ADDRESS 5
• SHIPPING ADDRESS 1
• SHIPPING ADDRESS 2
• SHIPPING ADDRESS 3
• SHIPPING ADDRESS 4
• SHIPPING ADDRESS 5
• CUSTOMER TYPE
• TERMS
• SALES REP
• TAX CODE
• TAX ITEM
• RESALE NUMBER
• ACCOUNT NUMBER
• CREDIT LIMIT
• CREDIT CARD NUMBER
• NAME ON CARD
• CREDIT CARD ADDRESS
• CREDIT CARD ZIP CODE
• JOB STATUS
• JOB START DATE
• JOB PROJECTED END
• JOB END DATE
• JOB DESCRIPTION
• JOB TYPE
• IS INACTIVE
• NOTE

Once you are ready, make sure the import file is not open in Excel.  Open the Import Wizard from the Admin menu within Savance Enterprise.  For Import Type, choose Accounts.

Specify the Excel file and the name of the worksheet.

Map the Savance Enterprise columns to the columns in the Excel spreadsheet.  The mappings you will want to use are below.  Not all fields from your QuickBooks export file will be used.

Download Customer Template

Hit the Preview Results button to see how everything will look.  Make sure all the data lines up properly.

Hit the Save Source Columns & Formulas button and give it a name to save your template for later use.  Hit the Next button.

The import file and information will be sent to the Savance Server for processing.  To check the progress, go to the Import History option under the Admin menu.  Once the import is complete, the Status will be set as Finished Processing.  Once you see that, all your customers will be available for you to use in Savance Enterprise.