Using the Import Customers template, you can create new customers and update customer details, including their assigned Sell Price Tiers, Customer Types, and Sales Persons in bulk.
🤓 Tips:
Do not remove any columns or cells that are not due to be changed for a customer. Blank cells along a customer's row in the template will remove any existing data in the customer record's matching field upon import.
Save numerical-based field columns, e.g., Phone Numbers in Text or Number formats in the CSV to ensure the full value is imported correctly.
The table below describes each field, displayed per column in the template, included in the fixed template, and how it should be used.
Import Customer template field name* denotes mandatory fields | Description |
*Customer Code | The unique Customer Code for the customer. Character limit is 500. |
*Customer Name | The unique Customer Name for the customer. Character limit is 500. |
Customer Type | Assign a Customer Type to the customer. If the Customer Type does not exist in Settings > System > Customer Type, it will be created upon import. Character limit is 50. |
Notes | Advise any additional context relevant to the customer. |
GST/VAT Number | Advise the customer's GST or VAT tax number. |
Default Currency | The customer's currency, entered as the currency code, e.g, GBP, AUD, USD, NZD. Go to Settings > System > Currency Rates to set up required currencies before import. The customer's currency cannot be changed after a Sales Order or Quote has been created for them |
IsObsoleted | Enter YES if the customer is to be obsolete. Enter NO if the customer is to be active. |
Taxable | Enter TRUE if the customer's sales are to be taxed. Enter FALSE if the customer's sales are not taxable. |
Tax Code | If Taxable is TRUE, set a default tax for that customer using the tax's code, as set in Settings > System > Taxes. |
Bank Name | The customer's preferred bank account details. |
Bank Account | The customer's preferred bank account number. |
Payment Terms | The default Payment Terms that will apply to the Invoices of the customer's Sales Orders. The Payment Term must already exist in Settings > Systems > Payment Terms before import. |
Sell Price Tier | The name of the Sell Price Tier Sales Orders for the customer will be used when populating product prices. |
Discount (%) | A value between 0-100 to set a default percentage discount on the customer's Sales Orders |
Reminder | Enter any information you want displayed as a pop-up when new Sales Orders or Quotes are being created for the customer. Character limit is 1024. |
Salesperson | The Sales Person who will be assigned by default to any Sales Orders or Quotes made for the customer, entered as "Full name: Email". The Sales Person must already exist in Settings > System > Sales Person before import. |
Stop Credit | Enter TRUE to stop Sales Orders or Quotes from being created or completed for the customer. Enter FALSE to allow Sales Orders or Quotes to progress for a customer. |
EORI Number | The customer's EORI Number for their order's Commercial Invoices, only available if International Commerce Codes is enabled in your company settings. Character limit is 20. |
Sales Group Name | The default Sales Order Group which the customer's Sales Orders will be assigned. The Sales Group must exist prior to import. |
Postal Address Name | Unique name of the customer's Postal Address. To update the postal address, the "Postal Address Name" must be supplied with at least one other postal address field. The Postal Address cannot be deleted via the import. |
Postal Street Address/PO Box | The Postal Address's Address Line 1. |
Postal Street Address 2 | The Postal Address's Address Line 2. |
Postal Suburb | The Postal Address's Suburb |
Postal Town/City | The Postal Address's Town/City |
Postal State/Region | The Postal Address's State/Region |
Postal Country | The Postal Address's Country code, as per the International Organization for Standardization list 3166. |
Postal Postal Code | The Postal Address's Code. |
Postal Delivery Instruction | The Postal Address's Delivery Instruction. |
Default Delivery Address Name | Assign a default Delivery Address for the Customer, using the address's name. If the address does not exist as a Delivery Address in the Customer record, it will be added upon import. To allocate an existing Delivery Address, its details must match identically for all address fields. |
Default Delivery Street Address/PO Box | The default delivery address's Address Line 1. |
Default Delivery Street Address 2 | The default delivery address's Address Line 2. |
Default Delivery Suburb | The default delivery address's suburb. |
Default Delivery Town/City | The default delivery address's Town/City |
Default Delivery State/Region | Default delivery address's State/Region |
Default Delivery Country | The default delivery address's Country code, as per the International Organization for Standardization list 3166. |
Default Delivery Postal Code | The default delivery address's Postal Code |
Default Delivery Instruction | The default delivery address's Delivery Instruction |
Delivery Method Name | Assign a Delivery Method to apply to Sales Orders created for the customer. The Delivery Method must exist in Settings > System > Delivery Method before import. |
Default Warehouse Code | The unique Warehouse Code that will determine the default warehouse Sales Orders for the customer will be created. |
Physical Address Name | Unique name of the customer's Physical Address. To update the postal address, the "Physical Address Name" must be supplied with at least one other postal address field. The Physical Address cannot be deleted via the import. |
Physical Street Address | The Physical Address's Address Line 1. |
Physical Street Address 2 | The Physical Address's Address Line 2. |
Physical Suburb | The Physical Address's Suburb |
Physical Town/City | The Physical Address's Town/City |
Physical State/Region | The Physical Address's State/Region |
Physical Country | The Physical Address's Country code, as per the International Organization for Standardization list 3166. |
Physical Postal Code | The Physical Address's Code. |
Physical Delivery Instruction | The Physical Address's Delivery Instruction. |
First Name | First name of the customer's primary contact. Character limit is 255. |
Last Name | Last name of the customer's primary contact. Character limit is 255. |
Email Address | The email address of the customer's primary contact. Sales Invoices and Credits will be emailed to this address by default. Character limit is 500. |
Email CC Address | The email address for a contact that will be CC'd on all emails sent for the customer's Sales transactions. |
Website | The website of the customer's primary contact. The website address must be a valid URL. |
Ordering Contact | Enter TRUE for the primary contact to be a recipient for Sales Order emails. Enter FALSE for the contact not to be a recipient of Sales Order emails. If left blank, it defaults to FALSE. |
Invoicing Contact | Enter TRUE for the primary contact to be a recipient for Invoice emails. Enter FALSE for the contact not to be a recipient of Invoice emails. If left blank, it defaults to FALSE. |
Shipping Contact | Enter TRUE for the primary contact to be a recipient for Shipment emails. Enter FALSE for the contact not to be a recipient of Shipment emails. If left blank, it defaults to FALSE. |
Contact Details Notes | Enter additional notes relevant to the customer's primary contact. |
Phone Number | The customer’s primary contact's telephone number. |
Fax Number | The customer’s primary contact's fax number. |
Mobile Number | The customer’s primary contact's mobile phone number. |
DDI Number | The customer’s primary contact's Direct Dial In (DDI) telephone number. |
Toll Free Number | The customer’s primary contact's Toll free number. |
Print Invoice | Enter TRUE for Invoices to be automatically downloaded as a PDF, using the Doc Designer template, when the Invoice is completed. Enter FALSE for no PDF to be automatically generated for the Invoice. If left blank, it defaults to FALSE. |
Quote Template | The default Doc Designer template used when a Sales Quote is printed for the customer. |
Order Template | The default Doc Designer template used when a Sales Order is printed for the customer. |
Invoice Template | The default Doc Designer Template used when a Sales Invoice is printed for the customer. |
Print Packing Slip | Enter TRUE for a Packing Slip to be automatically downloaded as a PDF, using the Doc Designer template, when the Sales Order is completed. Enter FALSE for no PDF to be automatically generated for the Sales Order. If left blank, it defaults to FALSE. |
Packing Slip Template | The default Doc Designer template used when a Packing Slip is printed for this customer. |
Ship Note Template | The default Doc Designer template used when a Ship Note is printed for the customer. |
Sales Account | The Sales Account in your integrated accounting provider to which the customer's completed Invoices will export. The field is only available if your account is integrated with Xero or QuickBooks. If left blank, it defaults to the accounting integration's default Sales Account. |
Has Credit Limit | Enter TRUE to set a credit limit for the customer. Enter FALSE if there is no credit limit for the customer. If left blank, defaults to FALSE. |
Credit Limit | If Has Credit Limit is TRUE, specify a numeric value for the customer's credit limit Only available if integrated with Xero and "Enable Customer Credit Limits" is enabled. |
Created On | The date the customer's record was created. Only available when exporting a pre-populated Customer template. |
Last Modified On | The date the customer's details were last modified. |