Import Location

Settings > Customer > Import/Export


The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provided as well as Max Character/Values. Some fields are required for a successful import, these fields are color coded as follows:


Required Fields

Blue HighlightRequired
Green HighlightOnly fill in this green section if different then the Customer Shipping Address. If one field is filled in then you must fill in the entire green section to avoid issues later on.
Pink HighlightOnly fill in this pink section if different then the Customer Shipping Address. If one field is filled in then you must fill in the entire pink section to avoid issues later on.
No HighlightNot Required



FieldAdditional DetailsMax Characters/Values
Id

Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries. 


Name

Contact Name must be present.

Title
100
Customer Number

Must match an existing Customer Number in your site. Leave blank if you are referencing Customer Name below.

Max value is 2147483647

Customer Name

Must match an existing Customer Name in your site.

Leave blank if you are referencing Customer Number above.

120
Phone Number
50
Fax Number
50
Email Address
150
Is Deleted

Must be TRUE or FALSE.

For Active contacts set to FALSE; Inactive contacts set to TRUE


Tags

Multiple tags in column to be separated by ; no space. Example: Rush;Delivery

200
Created Date

Last Order Date


Requires PO

Must be TRUE or FALSE.


Credit Card Processing Account


Payment


Username

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

Password

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

Security Role

Multiple security roles in column to be One Security Role per Contact.


Built-in Roles:
  • All
  • Admin User
  • Online Admin
  • Online Order Approver
  • Online Order Placer-Needs Approval
  • Online Ordering - Hide Prices
  • Online Ordering Customer

This list can be managed in Online Ordering > Security.

200
Portals

Multiple portals in column to be separated by ; no space. Example: Default Portal;Charcoal Studio.


Portals names must match already existing portals.

No size limit

Default Portal

Budgets

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 “;”



Default Budget


Budget Required

Must be TRUE or FLASE.


Approver


Billing Id

Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries.


Billing Name

Only fill in this green section if different then the Customer Shipping Address.

255
Billing Address

Street Address

500
Billing City

City name

50
Billing Region

Abbreviation of Region (Prov/State) must exist in Settings > Customer > Locations.

255
Billing Country

Country must exist in Settings > Customer > Locations.

255
Billing Zip/Postal


20
Shipping Id

Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries.


Shipping Name

Only fill in this pink section if different then the Customer Shipping Address.

255
Shipping Address

Street Address

500
Shipping City

City Name

50
Shipping Region

Abbreviation of Region (Prov/State) must exist in Settings > Customer > Locations.

255
Shipping Country

Country must exist in Settings > Customer > Locations.

255
Shipping Zip/Postal


20

Formatting Guidelines

  • 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.