To bring in customer information, use the csv file customers.csv.
The file has the following columns:
company_name: Name of the company name if the customer is a company. For each row, the company_name OR a given_name and a surname is required.
tax_number: optional The tax ID number of the customer, if applicable.
given_name: Name of the customer if the customer is not a company or name of the primary contact in the company.
surname: Name of the customer if the customer is not a company or name of the primary contact in the company.
title: Title of the Contact person.
The sets of terms assigned to a customer must match one of the sets previously uploaded for Payment Terms.
terms discount: required The discount, in percent, allowed if the invoice is paid within the discount period.
terms discount_period: required The discount period in days.
terms net: required The number of days immediately after the invoice date that the invoice is due.
credit_limit: optional. If a customer has a credit limit, enter the amount here.
enabled: required Set this to TRUE if you want to be able to issue quotes, sales orders, or invoices to the customer.
revenue_account: optional The name of the GL account to which revenue from this customer should be posted. This must exactly match the name of a Revenue account in your Chart-of-Accounts.
default_currency: optional The default currency for quotes, sales orders, or invoices to this customer. i.e USD, CAD, EUR The currency code must comply with codes specified in ISO-4217
identifier: optional If you are exporting data from another system, this could be a unique identifer for the customer as assigned by that system. If present, this identifier can be used during AR import to reliably identify the customer.
default_adjustment: optional The name of the Adjustment to be applied to line items on quotes, sales orders, and invoices. This must exactly match the name of an Adjustment Type uploaded previously.
Optionally, you can create one or more ship-to addresses for each customer by adding more columns to the csv file.
Such addresses must be prefixed with ship-to where X is the number of the ship-to address.
ship to 1: company_name optional
ship to 1: address_line_1 optional
ship to 1: address_line_2 optional
ship to 1: city optional
ship to 1: province_state optional
ship to 1: country optional
ship to 1: postal_zip_code optional
ship to 1: address_line_3 optional
ship to 1: email optional
ship to 1: contact_number_1 optional
ship to 1: contact_number_2 optional
ship to 1: fax_number optional
ship to 1: text_field delivery_method optional
ship to 1: text_field default_plant optional
You can also specify custom fields which are additional fields you can use to store additional information about a ship to address or the customer itself.
Create one additional column for each custom field. The format of the column is "field type name of the field"
Custom fields can be defined on either the customer or Ship-to addresses.
The available custom field types are as follows:
text_field Use this to define a field where you enter a relatively small amount of text. i.e. East, West, Engineering, etc.
text_area Use this to define a field where you can enter lengthy amounts of text such as sales terms, customer notes, etc.
decimal_field Use this to define a field capable of storing decimal numbers (ie. 45.4356)
integer_field Use this to define a field capable of storing integer numbers. (i.e. 1, 2, 3)
boolean_field Use this to define a checkbox field.
Name of the field is a short description of the field.
Example custom fields:
"text_field Sales Region" East, West, North, or South
"text_area Notes" This customer was one of our first. We met them at a trade show back in 2005.
"decimal_field Dock Height" 1.8
"integer_field Customer Class" 5
"boolean_field COD Only" TRUE or FALSE
If custom fields are defined on the ship-to address, then they only need to be defined the first time you use them.
Here are some examples:
ship to 1: text_field delivery_method
ship to 1: text_field default_plant
ship to 2: delivery_method
ship to 2: default_plant
Dimensions need to be assigned to the Customer page. You can do this on the Dimension Assignments page. After that add the column to the file or just export the file to the e-mail and modify the file.
|dim Department||dim Account Type|