• Can be a null or empty value
• Cannot be user created

  Checks for existing Id(s):

  • If they exist in the database, the Contact object is overwritten with the new information.

  • If they do not exist, a new Customer object is created for the contact and added to the database.
    
    

• Refers to contact name

• No size limit

• Refers to the DM Customer Number that was assigned in the customer import
• Not necessary if you have the customer name
• Must be True or False
• Indicates if the row is visible to the end-user since most records are just hidden

• Max value is 2147483647

• Refers to the DM Customer Name from the Customer Import (NEEDS TO BE AN EXACT MATCH)
• Best Practice Tip: Once customers are imported into DM, do an export and use the Customer Number and Customer Name columns to do a Vlookup for the Customer Number on the Contact .csv that is being prepared.

• True/False
• For Active contacts set to FALSE; Inactive contacts set to TRUE

• Multiple tags in column to be separated by ; no space. Example: Rush;Delivery

• True/False

• Must be unique within the database of usernames
• If this column is null:
  • The contact may not have credentials assigned
  • The contact already has credentials and they are not updated

• If this column has a value

  • Update an existing contact with the new username or

  • Create a new username for a new (or existing) contact.

• No size limit

• Must be larger than 8 characters
• If this column is null:
  • The contact may not have credentials assigned or
  • The contact already has credentials and they are not updated

• If this column has a value

  • Update an existing contact with the new password or

  • Create a new password for a new (or existing) contact.

• No size limit

• Multiple security roles in column to be separated by ; no space.

Example: Rush;Delivery

• Built-in Order Statuses:
  • All
  • Admin User
  • Online Admin
  • Online Order Approver
  • Online Order Placer-Needs Approval
  • Online Ordering - Hide Prices
  • Online Ordering Customer
  • Some

• Checks for existing role(s):

  • If they exist in the database, they are attached to the customer.

  • If they do not exist, an error is thrown since roles cannot be user-defined through importing a csv file.

• Multiple portals in column to be separated by ; no space. Example: Rush;Delivery
• Portals names must match already existing portals

• No size limit

• Must be in the format that is in the Settings > Customers > Budgets
• Multiple budgets can be added in the same row, must be separated by “;”

• True/False

• Can be a null or empty value
• Cannot be user created
• Checks for existing Id(s):

  • If it exists in the database, the Location object associated to the contacts billing location is overwritten with the new information.

  • If they do not exist, a new Location object is created for the contacts billing location.
    
    

• If not provided, copy customer name into this column

  • Refers to the name of the Location object being created containing the location information about the billing address.

• If provided

• If there is an address 1 and address 2, merge the 2 columns with a comma[Space] in order to combine the address into one field

• Abbreviated Prov/State
• If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing

• Country must match Settings>Locations
• If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing.

• If provided

• Can be a null or empty value

• Cannot be user created

• Checks for existing Id(s):

  • If it exists in the database, the Location object associated to the contacts shipping location is overwritten with the new information.

  • If they do not exist, a new Location object is created for the contacts shipping location.

• If not provided, copy customer name into this column
• Refers to the name of the Location object being created containing the location information about the shipping address

• If provided

• If provided

• Abbreviated Prov/State
• If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing.

• Country must match Settings>Locations
• If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing.

• If provided