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 |
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