r22345 - gnucash-docs/trunk/guide/C - Add Importing Customers and Vendors section.

Mike Evans mikee at code.gnucash.org
Thu Aug 23 09:45:28 EDT 2012

Author: mikee
Date: 2012-08-23 09:45:27 -0400 (Thu, 23 Aug 2012)
New Revision: 22345
Trac: http://svn.gnucash.org/trac/changeset/22345

Add Importing Customers and Vendors section.

Modified: gnucash-docs/trunk/guide/C/ch_import_business_data.xml
--- gnucash-docs/trunk/guide/C/ch_import_business_data.xml	2012-08-22 14:13:49 UTC (rev 22344)
+++ gnucash-docs/trunk/guide/C/ch_import_business_data.xml	2012-08-23 13:45:27 UTC (rev 22345)
@@ -1,7 +1,7 @@
 <!-- (Do not remove this comment block.)
 Version: 2.4.0
-Last modified: 2011-01-01
+Last modified: 2012-08-22
@@ -315,4 +315,32 @@
+  <sect2 id="import-customers-vendors">
+  <title>Importing Customers and Vendors</title>
+   <para>The Customers and Vendors importer is an optional module and needs to 
+    enabled by editing the file $HOME/.gnucash/config.user,
+    adding the line:</para>
+    <para><code>(gnc:module-load "gnucash/plugins/customer_import" 0)
+    </code></para>
+    <para>On Linux systems this file is found at $HOME/.gnucash/config.user
+      and on Mac OSX it is ~/Library/Application Support/Gnucash/config.user.
+      If the file doesn't already exist you will have to create it.
+      After restarting GnuCash the item will appear at the bottom 
+    of the business menu.</para>
+    <para>In order for the importer to work the data must be in a fixed field
+      length, comma separated line format.  An example of a suitably formatted
+      line is shown below.
+    </para>
+    <para><code>
+    Field list:
+    id,  company,  name,  addr1,  addr2,  addr3,  addr4,  phone,  fax,  email,  notes,  shipname,  shipaddr1,  shipaddr2,  shipaddr3, shipaddr4, shiphone, shipfax, shipmail
+    </code> </para>
+    <para>
+    Vendors don't have shipping information so even though the fields have to exist, leave them empty.
+    The id field is optional, if empty a new id will be chosen. If an id is used this will UPDATE
+    a vendor/customer with the same id.  This may not be what you want.  
+    Note that all vendor/customer data are on a single line
+  </para>
+  </sect2>

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