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


          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

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

Location Name

Yes


  • String/NVarChar

255

Address

No


  • String/NVarChar

500

City

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

50

Region

No


  • 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

ZipPostal

No


  • String/NVarChar

20