Customer CSV Upload Format

Accounts Receivable > Accounts Receivable Upload Functions > Customer CSV Upload

Customer CSV Upload Format

The default system provides a template—AR_Customer_Upload.xls —you may want to use to create the customer upload file. 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
A	customer Number
B	customer Name
C	customerParentCompanyNumber
D	customerTypeCode*
E	customerLastActivityDate
F	customerTaxTypeCode*
G	customerTaxNbr*
H	customerActiveIndicator*
I	customerPhoneNumber
J	customer800PhoneNumber
K	customerContactName
L	customerContactPhoneNumber
M	customerFaxNumber
N	customerBirthDate
O	customerTaxExemptIndicator
P	customerCreditLimitAmount
Q	customerCreditApprovedByName
R	customerEmailAddress
S	customerAddressName*
T	customerLine1StreetAddress
U	customerLine2StreetAddress
V	customerCityName
W	customerStateCode
X	customerZipCode
Y	customerCountryCode
Z	customerAddressInternationalProvinceName
AA	customerInternationalMailCode
AB	customerAddressEmail
AC	customerAddressTypeCode

*Indicates a required field.