KB Customer Manager

Do you want to?

blue tick Import external customer data into Enta from any source?
blue tick Tag imported data with multiple custom Event Interest Codes and/or specific Patron Categories?
blue tick Import from Access, Excel or plain text formats?
blue tick Extract data from Enta, clean it using external tools such as AFD Refiner for postcode cleaning and then re-import it back into Enta?
blue tick Validate inbound data for data quality and print reports of incoming data that does not meet data quality standards?
blue tick Update only specific fields in Enta leaving other original values intact e.g after updating postal address data after external cleaning.?

KB Customer Manager Setup overview

blue tick Obtain a KB Customer Manager licence key for each work station that is using KB Customer Manager.
blue tick Install KB Customer Manager licence key.
blue tick Install .net runtime.
blue tick Configure KB Customer Manager xml files (database and settings) and mark as read only.

KB Customer Manager Import screen shot:

Import date

KB Customer Manager Export screen shot:

Export data