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Excel import for sales information  RSS feed

 
Jacky Luk
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First apology as this may be the wrong group to ask in.
One of our user requirements is to import daily brand-new
customer and sales information into our CRM system.
It would be done in batch mode with Excel.
The library we use is POI,
Just wondering, if we can't identify
each individual customer by customer names, because
many of them can be the same,
and as the Customer IDs are generated only
when these records enter the system,
how do I design this Excel spreadsheet
in order to let the operator enter
customer information correctly?

Update:
Just speak to our colleague about this, if the system will grab the same POS customer ID as is, how do our clients pay the minimal
effort in order to convert the data from the existing POS to our CRM? (POS can be from different vendors)
Thanks
Jack
 
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