Import Customers field definitions
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George Sutton
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* denotes mandatory fields. Ensure that you enter correct values in the template before importing into Unleashed.
| Field name | Description |
|---|---|
| *Customer Code | Unique customer code (max length = 500). |
| *Customer Name | Customer name (max length = 500). |
| Customer Type | Assign a Customer Type. If it does not exist in Unleashed (see Customer Types) then it automatically creates upon import. |
| Notes | Any additional notes related to the Customer. |
| GST/VAT Number | Tax number of the customer, also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global). |
| Default Currency | The currency that you are selling to this customer in E.g. NZD, USD, EUR etc. If left blank it will default to your base currency. See Currency Rates. |
| IsObsoleted | YES or NO value. |
| Taxable | TRUE or FALSE value. If left blank then it defaults to TRUE if the customer's currency is the same as your base currency. Defaults to FALES if a foreign currency is assigned to the customer. |
| Tax Code | Tax type of the tax rate, it can be found under Settings | Taxes (see Taxes). This can only be set if the Taxable field is set to TRUE. |
| Bank Name | Customer's bank name. |
| Bank Account | Customer's bank account number |
| Payment Terms | Payment terms for this Customer. This should match a payment term under Settings | System | Payment Terms (see Payment Terms). |
| Sell Price Tier | The price tier assigned to this Customer. These are set up under Settings | System | Sell Price Tiers (see Sell Price Tiers). |
| Discount (%) | The default discount rate for this Customer. |
| Reminder | Add a reminder which will display each time the customer is selected on a Sales Quote or Sales Order (max length = 1024). |
| Salesperson | The salesperson associated with the customer — this can be entered and changed from Settings | System | Salespersons (see Sales Persons). |
| Stop Credit | TRUE or FALSE value. |
| EORI Number | Maximum of 20 characters (no special characters). |
| Sales Group Name | Assign a Sales Group to apply to the customer's sales orders. These are setup in Settings | System | Sales Group (see Sales Groups). |
|
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 Street Address Line 1. |
| Postal Street Address 2 | Postal Street Address Line 2. |
| Postal Suburb | Postal Suburb |
| Postal Town/City | Postal Town/City |
| Postal State/Region | Postal State/Region |
| Postal Country | Postal Country code, as per the International Organization for Standardization list 3166. |
| Postal Postal Code | Postal Code. |
| Postal Delivery Instruction | Postal Delivery Instruction |
| Default Delivery Address Name | Default delivery address name. |
| 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 | Default warehouse code for sales order created for this customer. |
| 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 street address line 1. |
| Physical Street Address 2 | Physical street address line 2. |
| Physical Suburb | Physical Suburb |
| Physical Town/City | Physical Town/City |
| Physical State/Region | Physical State/Region |
| Physical Country | Physical Country code, as per the International Organization for Standardization list 3166. |
| Physical Postal Code | Physical Postal Code |
| Physical Delivery Instruction | Physical delivery instructions. |
| First Name | First name of the Primary contact person (max length = 255). |
| Last Name | Last name of the Primary contact person (max length = 255). |
| Email Address | Email address of the Primary contact person (Sales Invoices & Credits will be emailed to this address by default) (max length = 500). |
| Email CC Address | Email address of an additional contact person. |
| Website | Customer’s website. |
| Ordering Contact | TRUE or FALSE. If left blank, defaults to FALSE. |
| Invoicing Contact | TRUE or FALSE. If left blank, defaults to FALSE. |
| Shipping Contact | TRUE or FALSE. 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. Prints a completed invoice. If left blank, defaults to FALSE. |
| Quote Template | Name of a Sales Quote template as set up in Doc Designer. To reset back to your default template use the value: Unleashed Default. If left blank, no update will occur. |
| Order Template | Name of a Sales Order template as set up in Doc Designer. To reset back to your default template use the value: Unleashed Default. If left blank, no update will occur. |
| Invoice Template | Name of a Sales Invoice template as set up in Doc Designer. To reset back to your default template use the value: Unleashed Default. If left blank, no update will occur. |
| Print Packing Slip | TRUE or FALSE. Prints a packing slip when a sales order is completed. If left blank, defaults to FALSE. |
| Packing Slip Template | Name of a Packing Slip template as set up in Doc Designer. To reset back to your default template use the value: Unleashed Default. If left blank, no update will occur. |
| Ship Note Template | Name of a Packing Slip template as set up in Doc Designer. To reset back to your default template use the value: Unleashed Default. If left blank, no update will occur. |
| Sales Account | Sales account for your accounting provider that this Customer’s sales will go to. If left blank, defaults to sales account under the accounting configuration. |
| Has Credit Limit | TRUE or FALSE. If left blank, defaults to FALSE. Only available if integrated with Xero, see Xero Customer Credit Limits. |
| Credit Limit | If the Has Credit Limit column is TRUE, specify a numeric value for the credit limit you want to enforce for the customer. |
| Last Modified On | Date when the Customer details were last modified. |