The setup checklist is a nice tool to use called ‘Excel Mapping Tool’.
Object Designer: Form #8601 (Mapping).
It maps out the master file fields.
Use what you want and delete what you don’t want in Excel!
Data is now manageable in Excel.
Give it a try. Just be careful if you import the data file multiple times.
Try something simple, Export the Cronus USA customer master file.
Create a new company and import the information (Excel format with proper fields) and see how the data comes over.
Try skipping the Search Name and see if the Validation kicks in to populate the field “Search Name”.
You can create as many different mappings and have the system save it to be used later on when you need import the file again. (Save many projects for exports/imports)