On the customers tab, you will see the option to import and export your customer information. Using this you will be able to download your customer information as a CSV file, make changes to this, and then upload as a round trip.
Exporting
💡 To open and view this file you will need a spreadsheet application. Common applications include Google Sheets, Excel or Numbers on Apple devices.
💡 Free text fields export with a single quotation ‘ at the start and at the end of the field. This is to prevent your spreadsheet application thinking that this is a number and unintentionally removing data such as leading 0’s.
The following fields can be downloaded:
customer_name(do not edit)
legal_entity_name(do not edit)
latest_delivery_date(do not edit)
business_tax_number(do not edit)
delivery_address(do not edit)
active(Yes or No)
customer_code
allow_duplicate_customer_code(Yes or No)
pricing_level
negotiated_prices_group
discount
show_only_negotiated_pricing(Yes or No)
show_rrp(Yes or No)
require_external_reference(Yes or No)
delivery_run_code
delivery_run_drop_order
payment_term_days
payment_term_option
charge_card(Yes or No)
charge_customer_card_fee(Yes or No)
freight_rule
minimum_order_amount_for_freight
minimum_order_amounts_enabled(Yes or No)
delivery_days_and_cut-off_times_group
delivery_date_message
standing_delivery_instructions
standing_picking_instructions
internal_customer_contact_notes
sales_rep
internal_notes
visibility_groups(do not edit)
agreement_id(do not edit)
Importing
Before importing be sure to triple check your updates, the changes you upload take effect immediately and Fresho will not be able to undo your changes.
After opening the CSV download of your customer information you can make changes to the fields within this spreadsheet in bulk.
Any columns with “(do not edit)” in the title are not editable in bulk and any changes to these fields will not take effect when uploaded.
You only need to keep the columns and rows of the fields you want to update. The only mandatory column for the import to succeed is the agreement_id which is used to identify which customer needs updating.
Column rules:
Some fields must equal a Yes or No value indicated by the column header
pricing_level must equal a pricing level i.e. “Level 1” or “Cost”
payment_term_option must equal one of the following
DAYS_AFTER_BILL_DATE
DAYS_AFTER_BILL_MONTH
DAYS_AFTER_BILL_WEEK
freight_rule must be blank or equal one of the following
box_freight
require_freight
delivery_fee
Discount, payment_term_days and minimum_order_amount_for_freight, delivery_run_drop_order must be a number
If the delivery_run_drop_order is blank, it will be added to the bottom of the delivery run. If it matches the drop order of an existing customer, it will push the existing customer's drop order down.
negotiated_prices_group, delivery_run_code and delivery_days_and_cut-off_times_group will either add a customer to an existing group if there is an exact match on the group name, or create a new group if there isn’t an exact match.
Adding a new delivery_run_code will also name the group the same as the code. A delivery_run_code has a maximum of 3 characters. If left blank the customer will be placed in the “no run” group
After saving your changes you can upload your file.
Once imported you will receive one of 3 messages:
Done - Green “Done” means the upload was successful without any errors
Some rows could not be imported. Please download this CSV file and inspect the 'result' column. - Yellow warnings mean there were some errors and you will need to download the file to see what needs changing
The CSV is missing required columns - Red Errors mean that the whole file errored and no changes have been made
Fresho Tip: Before making changes to the download, save a copy of it. That way you have a backup in case you make a mistake.