Back


Option 1: Import Additional Locations

  • Navigate to Settings > Customer > Import / Export
  • Choose File or Drag and Drop File to upload
  • Click Import and choose Customer - Additional Locations


Tips for Formatting Additional Locations .CSV for Import


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


Notes:

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

  • Duplicate location information is accepted and will be added to the same customer.

  • 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”.


Field

Is Field Required?

Additional Details

Field Value Format

Max Characters/Values

IdNo
  • Generated by DocketManager



Customer Number

Yes

  • Must match an existing customer number
  • Int
  • Max value is 2147483647

Customer Name

Yes

  • Must match an existing customer
  • String/NVarChar

120

Tax RatesNo


Location IdNo
  • Generated by DocketManager



Billing LocationNo


Shipping LocationNo


Location Name

Yes


  • String/NVarChar

255

Address

No


  • String/NVarChar

500

City

No



  • String/NVarChar

50

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

  • String/NVarChar

255

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.

  • String/NVarChar

255

Zip/Postal

No


  • String/NVarChar

20