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Data Interface Requirements - Customers

Written by Judi Zietsman
Updated over a week ago

Customers

File name

customers.csv

Importance

Conditionally required for the Demand Planning feature

Description

Customer master data

Criteria

Exactly one record for each customer.

Non-key attributes can be used to create additional hierarchies.


Columns

Pos

Name

Type

Importance

Description

1

Customer Code

Char

Required

Customer code (unique identifier)

2

Description

Char

If Applicable

Customer name or description

3

Key Indicator

Bit

If Applicable

Indicates if this is a key customer: 0 = No, 1 = Yes. Required if not managing Key Indicator within the application

4

Key Group

Char

If Applicable

Code to consolidate related key customers. Determines the level at which forecasts can be managed. Discuss with your Customer Success consultant on best practice

5

Non Key Group 1

Char

If Applicable

Additional grouping field 1

6

Non Key Group 2

Char

If Applicable

Additional grouping field 2

7

Non Key Group 3

Char

If Applicable

Additional grouping field 3

8

Non Key Group 4

Char

If Applicable

Additional grouping field 4

9

Non Key Group 5

Char

If Applicable

Additional grouping field 5

10

Currency

Char

If Applicable

ISO currency code

11

Address Line 1

Char

If Applicable

Primary address line

12

Address Line 2

Char

If Applicable

Secondary address line

13

City

Char

If Applicable

City name

14

Region

Char

If Applicable

State, province or region

15

Postal Code

Char

If Applicable

ZIP code or postcode

16

Country

Char

If Applicable

Country name

17

Memo

Char

If Applicable

Additional notes or comments


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