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.