Import Customers

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.            
                    
address_line_1:   optional                
address_line_2:    optional                
address_line_3:    optional                
city    optional                
province_state    optional                
country    optional                
postal_zip_code    optional                
contact_number_1    optional                
contact_number_2    optional                
fax_number    optional                
email    optional                
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:

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. 
Example: