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Import Customers field definitions

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Use the Import Customers template to bulk create and update customer details including: Customer Types, Sales Groups and Sales Persons. 

Import Customer template field name

* denotes mandatory fields

Description
*Customer Code

The unique Customer Code for the customer.

Character limit is 500. 

*Customer Name

The unique Customer Name for the customer. 

Character limit is 500. 

Customer Type

Assign a Customer Type, if it does not exist in Settings, System,  Customer Types a new Customer Type will be created upon import.

Character limit is 50. 

Notes Advise any internal details or notes relating to the Customer.
GST/VAT Number Advise the Customer's tax number.
Default Currency The Customer's default currency code, used for Customer Sales Orders and Quotes. The currency will need to be setup in your setting's Currency Rates before it can be imported.
IsObsoleted YES or NO value, determines if the Customer is obsolete. 
Taxable TRUE or FALSE value, determines whether tax will be applied to sales for the Customer.
Tax Code

If Taxable is TRUE, set a default tax for that customer using the tax's code.

Tax Codes can be found under Settings, System Taxes.

Bank Name The Customer's bank name.
Bank Account The Customer's bank account number.
Payment Terms

Advise the name of the Payment Term for the Customer.

The Payment Term must already exist in Settings, System, Payment Terms prior to import.

Sell Price Tier The name of the Sell Price Tier assigned to this Customer, see Sell Price Tiers.
Discount (%) The default discount rate for this Customer, as a numerical value between 0 and 100.
Reminder

Add a reminder which will display each time a new Sales Order or Quote is created for the customer.

Character limit is 1024.

Salesperson

The Sales Person assigned to the customer, advised as "Full name: Email".

The Sales Person must already exist in Settings, System, Sales Persons prior to import.

Stop Credit TRUE or FALSE value that determines whether new Sales Orders or Quotes can be created. 
EORI Number

The Customer's EORI number for internationally shipped Sales Orders, see International Commerce Codes.

Character limit is 20.

Sales Group Name

Assign a default Sales Group to the customer that will apply to Sales Orders created for them. The Sales Group must exist prior to import, see Sales Groups.

Character limit is 50. 

Postal Address Name

Unique name for Postal Address of the Customer.

NOTE: To update the postal address, Postal Address Name must be supplied and at least one other postal address field that is not null. Postal Address cannot be deleted via the import.

Postal Street Address/PO Box Postal Address's Street Address Line 1.
Postal Street Address 2 Postal Address's Street Address Line 2.
Postal Suburb Postal Address's Suburb
Postal Town/City Postal Address's Town/City
Postal State/Region Postal Address's State/Region
Postal Country Postal Address's Country code, as per the International Organization for Standardization list 3166.
Postal Postal Code Postal Address's Code.
Postal Delivery Instruction Postal Address's Delivery Instruction
Default Delivery Address Name

Assign a default Delivery Address for the Customer, using the address's name.

NOTE: If the address does not exist as a Delivery Address in the Customer record it will be added upon import. To allocate an existing Delivery Address it's details must identically match for all address fields.

Default Delivery Street Address/PO Box Default delivery Street Address Line 1.
Default Delivery Street Address 2 Default delivery Street Address Line 2.
Default Delivery Suburb Default delivery suburb.
Default Delivery Town/City Default Delivery Town/City
Default Delivery State/Region Default Delivery State/Region
Default Delivery Country Default delivery Country code, as per the International Organization for Standardization list 3166.
Default Delivery Postal Code Default Delivery Postal Code
Default Delivery Instruction Default Delivery Instruction
Delivery Method Name Assign a Delivery Method to apply for orders created for the customer. These are setup in Settings | System | Delivery Method (see Delivery Method).
Default Warehouse Code The unique Warehouse Code that will determine the default warehouse Sales Orders for the customer will be created, see Warehouses
Physical Address Name

Unique name for physical address of the Customer.

NOTE: To update the physical address, Physical Address Name must be supplied and at least one other physical address field that is not null.  Physical Address cannot be deleted via the import.

Physical Street Address Physical Address's street address line 1.
Physical Street Address 2 Physical Address's street address line 2.
Physical Suburb Physical Address's Suburb
Physical Town/City Physical Address's Town/City
Physical State/Region Physical Address's State/Region
Physical Country Physical Address's Country code, as per the International Organization for Standardization list 3166.
Physical Postal Code Physical Address's Postal Code
Physical Delivery Instruction Physical Address's delivery instructions.
First Name

First name of the Primary contact.

Character limit is 255. 

Last Name

Last name of the Primary contact.

Character limit is 255. 

Email Address

Email address of the Primary contact for the customer. Sales Invoices and Credits will be emailed to this address by default.

Character limit is 500. 

Email CC Address Email address for a contact that will be CC'd on all emails sent for the customer's Sales transactions.
Website The Customer's website, saved against the primary contact. The website address must be a valid URL.
Ordering Contact TRUE or FALSE value to determine if the contact should populate for Sales Order emails. If left blank, defaults to FALSE.
Invoicing Contact TRUE or FALSE value to determine if the contact should populate for Sales invoice emails. If left blank, defaults to FALSE.
Shipping Contact TRUE or FALSE value to determine if the contact should populate for Sales Shipping emails. If left blank, defaults to FALSE.
Contact Details Notes Any additional notes relating to contacting the Primary contact of the Customer.
Phone Number Customer’s Primary telephone number.
Fax Number Customer’s Primary fax number.
Mobile Number Customer’s Primary mobile phone number.
DDI Number Customer’s Primary direct dial telephone number.
Toll Free Number Customer's Primary Toll free number.
Print Invoice TRUE or FALSE value to determine if a Sales Invoice is automatically printed using the selected Document Designer template.
Quote Template The default Doc Designer Template used when a Sales Quote's printed for this Customer.
Order Template The default Doc Designer Template used when a Sales Order's printed for this Customer.
Invoice Template The default Doc Designer Template used when a Sales Invoice is printed for this Customer. The Invoice template does not manage Commercial Invoice templates.
Print Packing Slip TRUE or FALSE value to determine if a Packing Slip is automatically printed using the selected Document Designer template.
Packing Slip Template The default Doc Designer Template used when a Packing Slip's printed for this Customer.
Ship Note Template The default Doc Designer Template used when a Ship Note's printed for this Customer.
Sales Account The default Sales Account for your accounting provider that this Customer’s sales will go to if a product doesn't have a default Sales Account set. If left blank, defaults to the accounting integration's default Sales Account.
Has Credit Limit TRUE or FALSE value to determine if the customer requires a credit limit. If left blank, defaults to FALSE.
NOTE: Only available if integrated with Xero, see Xero Customer Credit Limits.
Credit Limit

If Has Credit Limit is TRUE, specify a numeric value for the credit limit you want to enforce for the customer.

NOTE: Only available if integrated with Xero, see Xero Customer Credit Limits.

Created On

Date the Customer record was created.

NOTE: Only available when exporting a pre-populated template.

Last Modified On Date when the Customer details were last modified.
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