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Bulk emailing from Jiwa using email addresses for customers and suppliers

Bulk emailing from Jiwa using email addresses for customers and suppliers

Owned by Beth Blok (Unlicensed)
Last updated: Nov 21, 2022 by Mike SheenVersion comment
2 min read

From time to time users may want to use the email addresses in Jiwa stored against the suppliers and customers to bulk email flyers, promotions etc.

 

Step-by-step guide

One way of doing that is using Excel to connect to the SQL database and extract the relevant data needed.

  • Create a new Excel spreadsheet

  • Get External Data > From Other Sources > From SQL Server




  • Select Microsoft SQL Server





  • Type in the server name,  user name (JiwaUser) and password (JiwaFinancials123) and then Next


  • Select the database and select the relevant table e.g. CR_Main for creditors, DB_Main for debtors and next


  • Type in a Description for this connection and Finish and OK





  • Data is populated into the grid





  • Remove unwanted columns and Save As and give the file an appropriate name 

 

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