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Step    Action
  1.     Select {Settings} and then select {Import/Export} under Customer.
  2.     Select {Choose File}.


          A modal window will open.
 

  3.     Locate file on computer to be imported and select {Open}. The name of the file to

          be imported will appear next to {Choose File} button.



  4.     Select {Import}. A Customers and Contacts option will appear.



  5.     Select if file to be downloaded is for {Customers} or {Contacts}. A results 
          window will pop-up to confirm the records imported successfully.

Tips for Formatting Customer .CSV for Import


The following guidelines should be noted when creating your Customer .CSV file for import:


Notes:

  • Column header names must follow the exact same naming scheme as provided or the import upload will fail. 

  • Blank rows are considered empty and skipped by the importer. 

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.

  • Overwrites will be performed on any data that has been changed between exporting/importing.


Field

Is Field Required?

Additional Details

Field Value Format

Max Characters/Values

Id

Leave Blank

  • The system will create a unique Id for each customer once imported into DocketManager.


 


 

Name

Yes

  • Refers to customer name
  • String/NVarChar

120

Number

Leave Blank

  • The system will create a sequential customer number once imported into DocketManager


 


 

External Identifier

No

  • This should be the previous systems Account Number.
  • This is necessary if client will be importing Old Orders from previous system.


 


 

Phone Number

No




Fax Number

No




Email Address

No




Website

No




Sales Rep

No

  • Refers to the name of the contact
  • String/NVarChar
  • No size limit

CSR

Leave Blank

  • Refers to the name of the contact
  • String/NVarChar
  • No size limit

Graphic Artist

Leave Blank

  • Refers to the name of the contact
  • String/NVarChar
  • No size limit

Tags

No

  • Multiple tags in column to be separated by ; no space. Example: Customer;Retail
  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the customer.
    • If they do not exist, they are added to the database and attached to the customer.
  • String/NVarChar

200

Ship Type

No

  • Add Shipping Types to Settings prior to import
  • Settings > Dockets > Order Options > Shipping Types - Add New


 


 

Invoice

No

  • Add Invoice Delivery options to Settings > Dockets > Order Options prior to import
  • Add Payment Terms to _Settings > Accounting > Financial > Payment Terms > *Note: Payment Terms, Invoice Name on csv must match Name in Settings
  • Must match one of the following invoice types exactly:
    • E-Mailed
    • Fax
    • Mailed
    • With Order
  • String/NVarChar

30

Payment Terms

No




Customer Since

No




Last Order Date

No




Tax Type

No

  • Must be in the format that is in the Settings > Accounting > Financial > Taxes

Example: Ontario - HST or Alberta-GST or Manitoba-GST+PST

  • Must match an already existing tax type or the importer will fail        
  • String/NVarChar

50

Tax Exempt Number

No




Discount Percentage

No

  • Numeric value
  • Must be in the format of a number ie. if 20%, enter as 20


 


Credit Limit

No

  • Numeric value
  • Must be in the format of a number ie. $2500, enter as 2500, do not include $ sign.


 


 

Accounts Payable Contact

Leave Blank




Requires Purchase Order

No




Commission Contacts

Leave Blank

  • Cannot be selected until employee/contact has been imported; If importing a commission contact, you must include a commission percentage in the next column.
  • Refers to the name of the contact
  • String/NVarChar
  • No size limit

Commission Percentages

Leave Blank

  • Numeric value
  • Must be in the format of a number ie. if 20%, enter as 20
  • Only six decimal places are available        
  • Decimal
  • 999.999999

Automatically Grant Contacts Product Access

Yes

  • Must be TRUE or FALSE
  • Bit


 

Portals

Leave Blank

  • Cannot be updated until portals/roles have been created


 


 

Roles

Leave Blank

  • Cannot be updated until portals/roles have been created
  • Multiple tags can be added in the same row, must be separated by “;”
    • All, Online Admin would results in
  • Built-in Order Statuses:
    • All
    • Admin User
    • Online Admin
    • Online Ordering - Hide Prices
    • Some
    • Online Order Approver
    • Online Ordering Customer
    • Online Order Placer-Needs Approval
  • 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.
  • String/NVarChar

200

Budgets

No

  • 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 “;”
  • String/NVarChar


 


 

Default Order Statuses


 

  • Must be in the format that is in the Settings > Dockets > Order Options
  • Multiple statuses in column to be separated by ; no space. Example: Rush;Delivery
  • String/NVarChar


 


 

Default Item Statuses


 

  • Must be in the format that is in the Settings > Dockets > Order Options
  • Multiple statuses in column to be separated by ; no space. Example: Rush;Delivery
  • String/NVarChar


 


 

Default Order Tags


 

  • Multiple tags in column to be separated by ; no space. Example: Customer;Retail
  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the customer.
    • If they do not exist, they are added to the database and attached to the customer.
  • String/NVarChar


 


 

Default Item Tags


 

  • Multiple tags in column to be separated by ; no space. Example: Customer;Retail
  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the customer.
    • If they do not exist, they are added to the database and attached to the customer.
  • String/NVarChar


 


 

Billing Id

Leave Blank


 


 


 

Billing Name

No

  • If not provided, copy customer name into this column
  • String/NVarChar

255

Billing Address

No

  • If provided



Billing City

No

  • 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


 


 

Billing Region

No

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


 


 

Billing Country

No

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


 


 

Billing Zip/Postal

No

  • If provided


Shipping Id

Leave Blank


 



 

Shipping Name


 

  • If not provided, copy customer name into this column
  • String/NVarChar

255

Shipping Address

No

  • If provided



Shipping City

No

  • If provided



Shipping Region

No

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


 


 

Shipping Country

No

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


 


 

Shipping Zip/Postal

No

  • If provided


 


 

Additional Accounts Payable Email
No
  • If provided






Tips for Formatting Contact .CSV for Import


The following guidelines should be noted when creating your Contacts .CSV file for import:


Notes:

  • Trim leading and trailing spaces from the entire sheet using Ablebits.
  • Column header names must follow the exact same naming scheme as provided or the import upload will fail.
  • Blank rows are considered empty and skipped by the importer.
  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.
  • Overwrites will be performed on any data that has been changed between exporting/importing.


FieldIs Field Required?Additional DetailsField Value FormatMax Characters/Values
IdLeave Blank
  • 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.

  • GUID (Globally Unique Identifier)

NameYes
  • Refers to contact name
  • String/NVarChar
  • No size limit
TitleNo
  • String/NVarChar
100
Customer NumberYes
  • 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
  • Int
  • Max value is 2147483647
Customer NameNo
  • 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.
  • String/NVarChar
120
Phone NumberNo
  • String/NVarChar
50
Fax NumberNo
  • String/NVarChar
50
Email AddressNo
  • String/NVarChar
150
TagsNo
  • Multiple tags in column to be separated by ; no space. Example: Rush;Delivery
  • String/NVarChar
200
Created DateNo


Last Order Date
No


Requires PO
Yes
  • True/False


Credit Card Processing Account
No


Payment




Username
Leave Blank
  • 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.

  • String/NVarChar
  • No size limit
Password
Leave Blank
  • 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.

  • String/NVarChar
  • No size limit
Security Role
Leave Blank
  • 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.

  • String/NVarChar
200
PortalsLeave Blank
  • Multiple portals in column to be separated by ; no space. Example: Rush;Delivery
  • Portals names must match already existing portals
  • String/NVarChar
  • No size limit
BudgetsNo
  • 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 “;”

  • String/NVarChar


Default Budget
No


Budget Required
Yes
  • True/False


Approver
No


Billing IdLeave Blank
  • 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.

  • GUID (Globally Unique Identifier)

Billing NameNo
  • 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.

  • String/NVarChar
255
Billing AddressNo
  • If provided
  • String/NVarChar
500
Billing CityNo
  • 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

    • String/NVarChar
50
Billing RegionNo
  • Abbreviated Prov/State
  • If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
  • String/NVarChar
255
Billing CountryNo
  • Country must match Settings>Locations
  • If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing.
  • String/NVarChar
255
Billing Zip/PostalNo
  • If provided
  • String/NVarChar
20
Shipping IdLeave Blank

  • 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.

  • GUID (Globally Unique Identifier)

Shipping NameNo
  • 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
  • String/NVarChar
255
Shipping AddressNo
  • If provided
  • String/NVarChar
500
Shipping CityNo
  • If provided

50
Shipping RegionNo
  • Abbreviated Prov/State
  • If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing.
  • String/NVarChar
255
Shipping CountryNo
  • Country must match Settings>Locations
  • If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing.
  • String/NVarChar
255
Shipping Zip/PostalNo
  • If provided
  • String/NVarChar
20