TheocBase/TheocBase

Tip:

Try different approaches if no or a wrong address is found like entering or omitting fields such as <strong>Country</strong> or <strong>State</strong>.

Click on the <strong>Search</strong> button.

Select a row in the results list and click on the <strong>OK</strong> button.

Click in the <strong>Name</strong> field of the new row in the addresses list box and enter a name.

Click on the <strong>Type</strong> field and select the type of the address.

You can choose a default address type in the <a href="settings_territories.html#default_address_type">settings</a>.

Import Addresses

Select the territory where you want to import the addresses.

Click the <img src="../images/import_24x24.png" alt="" width="24" height="24" /> button on the <strong>Map</strong> tab.

In the <strong>Import territory data</strong> dialog select the option <strong>Addresses</strong>.

Click on the <img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" /> button next to the <strong>Filename</strong> field.

Select a CSV-file in the <strong>Open file</strong> dialog.

In the <strong>Match Fields</strong> box choose the fields of the CSV-file that correspond to the <strong>Address</strong> and the <strong>Name</strong>.

The first row of the CSV-file must contain the field names.

Select an entry in the <strong>Address type</strong> field.

In order to review addresses that could not be imported you can use the <strong>Output filename for failed addresses</strong> field.

Click on the <img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" /> button next to this field.

Click on the <strong>Import</strong> button.

Edit an Address