Customer CSV Upload Format
You can either use the template provided—AR_Customer_Upload.xls or create your file based on the following layout. You must save your file in .csv format.
Whether you use the template or not, the system expects each record to contain data in the order shown below.
The CSV
upload function does not require a customer Name entry in each record. If
customer Name contains data, the system creates a new Customer record based on
the data in the row. If customer Name is empty, the system treats the record as
an alternate address for the preceding Customer record. Note, however, that if
all customer Name cells are blank in your CSV file, the Customer
loading job (which is run after the CSV upload process) will fail because it
cannot create a Customer record without a name.
Customer CSV Upload format
|
Column |
Name |
Required |
|
A |
customer Number |
N |
|
B |
customer Name |
N |
|
C |
customerParentCompanyNumber |
N |
|
D |
customerTypeCode |
Y |
|
E |
customerLastActivityDate |
N |
|
F |
customerTaxTypeCode |
Y |
|
G |
customerTaxNbr |
Y |
|
H |
customerActiveIndicator |
Y |
|
I |
customerPhoneNumber |
N |
|
J |
customer800PhoneNumber |
N |
|
K |
customerContactName |
N |
|
L |
customerContactPhoneNumber |
N |
|
M |
customerFaxNumber |
N |
|
N |
customerBirthDate |
N |
|
O |
customerTaxExemptIndicator |
N |
|
P |
customerCreditLimitAmount |
N |
|
Q |
customerCreditApprovedByName |
N |
|
R |
customerEmailAddress |
N |
|
S |
customerAddressName |
Y |
|
T |
customerLine1StreetAddress |
N |
|
U |
customerLine2StreetAddress |
N |
|
V |
customerCityName |
N |
|
W |
customerStateCode |
N |
|
X |
customerZipCode |
N |
|
Y |
customerCountryCode |
N |
|
Z |
customerAddressInternationalProvinceName |
N |
|
AA |
customerInternationalMailCode |
N |
|
AB |
customerAddressEmail |
N |
|
AC |
customerAddressTypeCode |
N |
Customer XML Upload