Step Action
1. Select {Settings} and then select {Import/Export} under Customer.
2. Select {Choose File} or drag and drop the file you want to upload.
A File Upload 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 - Additional Locations option will appear.
5. Select {Customers - Additional Locations}. A results window will pop-up
to confirm the records imported successfully.
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 |
Id | No |
| ||
Customer Number | Yes |
|
|
|
Customer Name | Yes |
|
| 120 |
Tax Rates | No | |||
Location Id | No |
| ||
Billing Location | No | |||
Shipping Location | No | |||
Location Name | Yes |
| 255 | |
Address | No |
| 500 | |
City | No |
| 50 | |
Region | No |
|
| 255 |
Country | No |
|
| 255 |
Zip/Postal | No |
| 20 |