RemoteDesk ™

Accounting Interface Guide

Importing Customers and Ship-to Addresses

Once the Import process has started, the program connects to the Dynamics database and reads the customer or Ship-to Address master file. At this point the program provides for three different ways to update your RemoteDesk data.

Add Only:

This option will only add new records to the RemoteDesk database. Any pre-existing ones will be untouched.

Update Only:

This option only updates existing customer or Ship-to records and does not allow new ones to be added.

Full Replacement:

This option provides for a complete update of the RemoteDesk master file from Great Plains Dynamics.

Once you have made your choice, click on the <Proceed> button.

The program will then display the message to backup your data. Click on <proceed>. After the processing completes, a summary screen is displayed for Customer and Ship-To Address Imports showing imported record counts.

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