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 DetailsMax 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.


NameYes
  • Refers to contact name
  • No size limit
TitleNo
100
Security RoleLeave 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.

200
UsernameLeave 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.

  • No size limit
PasswordLeave 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.

  • No size limit
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 
  • 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.
120
Phone NumberNo
50
Fax NumberNo
50
Email AddressNo
150
Is DeletedYes
  • True/False
  • For Active contacts set to FALSE; Inactive contacts set to TRUE

TagsNo
  • Multiple tags in column to be separated by ; no space. Example: Rush;Delivery
200
PortalsLeave Blank
  • Multiple portals in column to be separated by ; no space. Example: Rush;Delivery
  • Portals names must match already existing portals
  • 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 “;


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.


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.

255
Billing AddressNo
  • If provided
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
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
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.
255
Billing Zip/PostalNo
  • If provided
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.


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
255
Shipping AddressNo
  • If provided
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.
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.
255
Shipping Zip/PostalNo
  • If provided
20