How to Import a Customer Record from Service Management

How to Import a Customer Record from Service Management

How to Import a Customer Record from Service Management

If you have entered a new customer in your Service Management system, Synkd will normally sync the new customer on the next System Schedule to be available in Spenda.

However if you require the customer to be in Spenda POS immediately to transact with in a sale. 

1. Open the "Sales" menu in Spenda and select "New Customer"

2. Click the "Get Latest" button

Synkd will now start to search any new customer(s) that have been entered into the system and display it as the first result. Please allow some time for this process to complete.


    • Related Articles

    • Adding a Account Customer to a Customer Class

      Adding an Customer Class to an Account Customer The 2 main types of Customer Class posting are: Account: Operational Customer history is record 1 for 1 in the Financial System. Generic: The Operational Customer invoice/s will sync to the Financial ...
    • How to Email a GPS Insight Service Job from Spenda

      How to email a GPS Insight Service Job, from within Spenda Once a job is marked "Completed" in GPS Insight: Navigate to Spenda app home page. Select the "History" option. In the lower-left of the screen, select "Update Sales". (depending on your ...
    • How to Create an Operational Customer

      How to Create an Operational Customer Operational Customers do not get pushed to your accounting system. They're simply linked to an ‘Account Customer’ record, which resides on your accounting system. The main aim is to create a "Digital Firewall" ...
    • Differences between "Operational Customer" and "Account Customer"

      Differences between "Operational Customer" and "Account Customer" There are 2 main record types when referring to customers , each one plays a crucial role within the system.  Operational Customers  Located in Service management or POS, which links ...
    • How to Invoice a Single Service Job From a Batch

      How to Invoice a Single Service Job From a Batch Sometimes you may need to invoice a single job out of a batch invoice.  To do this; 1. Navigate to the side menu, and select Service Jobs.   We recommend using the "Get Data" button to ensure you have ...