On import the program checks the settings of the Import data form. for the record types Customer, Company and Vehicle.
For existing records the imported fields are compared to the Autoline fields. When a changed field is set for automatic update, the import interface directly updates Autoline with the changes. If the changed field is not set for automatic update, the record is withheld in a temporary file buffer. You have to check and process the withheld records manually via the use of Assign customer record changes, Assign company record changes, Assign vehicle record changes, Accept customer record changes, Accept company record changes and Accept vehicle record changes forms of the Retail interface. If no changes are found for an existing record, the import interface process idles for this specific record.
Also for new records the respective parameters are checked and the records are either automatically created or withheld for manual acceptance.
Contacts that are contained in the imported CRM file are processed in a different way. If contacts are imported that do not require a follow up (follow up contact code equals ZXX) they are created automatically. All contacts with a different follow up code are withheld in the temporary buffer.
On import the program checks the settings of the Contact mapping form for the Contact records.
After the import has finished, the Retail Import Summary report will run automatically. Together with the error report, the Retail Import Summary Report will be e-mailed to the E-mail import, from the MB parameters Retail Interface.