AR_Customer_Upload.xls

The AR_Customer_Upload.xls template is used to create new or update existing AR Customers.

The basic format of the template is shown below – due to space constraints not all columns are shown, but are described below.

AR_Customer_Upload template format (fields listed in order required by template)

Column	Field Name
A	Customer Number – leave this blank when loading new customers.
B	Customer Name*
C	Customer Parent Company Number
D	Customer Type Code*
E	Customer Last Activity Date
F	Customer Tax Type Code*
G	Customer Tax Number*
H	Customer Active Indicator*
I	Customer Phone Number
J	Customer 1-800 number
K	Customer Contact Name
L	Customer Contact Phone Number
M	Customer Fax Number
N	Customer Birth Date
O	Customer Tax Exempt Indicator
P	Customer Credit Limit Amount
Q	Customer Credit Approved By Name
R	Customer email address
S	Customer Address Name*
T	Customer Line 1 Address
U	Customer Line 2 Address
V	Customer City
W	Customer State Code
X	Customer Zip Code
Y	Customer Country Code
Z	Customer International Province Name
AA	Customer International Mail Code
AB	Customer Address Email
AC	Customer Address Type Code