Customers can be imported from an excel spreadsheet.
1. First create an Excel spreadsheet with the following fields. (Note: there are many other fields you can use; these are just some of the more common fields used when importing.) 
2. Enter buyer information on spreadsheet. (Note: If you choose not to use bid card numbers buyers will only be imported into "Buyer Maintenance".)
3. After completing your spreadsheet, save it and close Excel.
4. Open Auction Flex and choose your desired auction from the Active Auction drop-down menu.
5. Click the Check-In Buyers & Consignors 
button from the Navigator or the Navigator toolbar.
6. Click 
and then 
.
7. Ensure that you are on step 1and click the ellipses button 
and locate your Excel spreadsheet.
8. Click 
and choose the fields that you created for your spreadsheet. (Note: Fields must be in the same order as the spreadsheet.)
Field Mappings Explained (skipping self explanatory fields):
| • | Mailing Codes (Format = XX XX - this import field is designed for customers importing a list of buyers from other software programs where the mailing list codes are stored in groupings of 2 letters, such as AN VE, where the AN might stand for Antiques and the VE might stand for vehicles. You can have up to 15 2-letter mail codes in this field. |
| • | Mailing List 1-10 (Y/N) - these import fields are designed for customers importing a list of buyers where there is a separate column for each mailing list and wherein the designation is Y or N (yes and no, respectively) for whether or not the buyer is subscribed to the mailing list. A blank column will be interpreted as N. A mailing list will automatically be created for each mailing list (the description for the mailing list will be MAILING LIST 1, MAILING LIST 2, etc.). For records with a Y indicator, the buyer will be subscribed to the mailing list. |
| • | Mailing List Code 1-10 - these import fields are designed for customers importing a list of buyers where there is a separate column for each mailing list and wherein the "Code" of the mailing list is included in the column instead of Y or N. Examples might be ANTIQUES, BOATS, or VEHICLES. A mailing list will automatically be created for each unique mail code included in your import file and the buyer will be subscribed to this mailing list. |
9. Click and click the View Selected File . Be sure to check the Skip First Row When Importing box if you have a header row included with your excel sheet.
10. Click and set the appropriate Duplicate Check Levels that apply to you.
11. Click Tab and click the Import Customers button 
.