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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 Highlight | Required |
| Green Highlight | If one field is filled in then you must fill in the entire green section to avoid issues later on. |
| Pink Highlight | If one field is filled in then you must fill in the entire pink section to avoid issues later on. |
| No Highlight | Not Required |
Field | Additional Details | Max Characters/Values |
Id | The system will create a unique Id for each customer once imported into DocketManager. |
|
Name | Customer name | 120 |
Number | The system will create a sequential customer number once imported into DocketManager. |
|
External Identifier | Leave blank unless importing Old Orders from previous system. |
|
Phone Number | ||
Fax Number | ||
Email Address | ||
Website | ||
Sales Rep | Must match existing licensed user name in Settings > Admin > Account. | |
CSR | Must match existing licensed user name in Settings > Admin > Account. | |
Graphic Artist | Must match existing licensed user name in Settings > Admin > Account. | |
Tags | Multiple tags in column to be separated by ; no space. Example: Rush;Delivery. If tags do not exist in system they will be added. | 200 |
Ship Type | Must match existing Ship Types in Settings > Dockets > Order Options > Shipping Types. |
|
Invoice | Must match existing Ship Types in Settings > Dockets > Order Options > Invoice Delivery. | 30 |
Payment Terms | Must match existing Ship Types in Settings > Accounting > Financial > Payment Terms. | |
Customer Since | Auto Generated upon import. | |
Last Order Date | ||
Tax Type | Must match existing Ship Types in Settings > Accounting > Financial > Taxes. | 50 |
Tax Exempt Number | ||
Discount Percentage | Numeric value no % sign | |
Credit Limit | Numeric value no $ sign | |
Accounts Payable Contact | ||
Additional Accounts Payable Email | ||
Requires Purchase Order | ||
Deleted | Must be TRUE or FALSE For Active Accounts set to FALSE; Inactive Accounts set to TRUE |
|
Commission Contacts | Must match existing licensed user name in Settings > Admin > Account. | |
Commission Percentages | Numeric value no % sign | Max value 999.999999 6 decimal limit. |
Automatically Grant Contacts Product Access | Must be TRUE or FALSE |
|
Portals | Must match existing Portal name from Online Ordering > Portals/Themes > Portals. Multiple entries can be made using a semi colon between entries with no spaces. |
|
Roles | Must match existing Portal name from Online Ordering > Security. | 200 |
Budgets | Must match existing Budget name from Settings > Customer > Budgets. Multiple entries can be made using a semi colon between entries with no spaces. |
|
Default Order Statuses | Must match existing Status from Settings > Dockets > Order Options. Multiple entries can be made using a semi colon between entries with no spaces. |
|
Default Item Statuses | Must match existing Status from Settings > Dockets > Order Options. Multiple entries can be made using a semi colon between entries with no spaces. |
|
Default Order Tags | Must match existing Order Tag from Settings > Dockets > Tags. Multiple entries can be made using a semi colon between entries with no spaces. |
|
Default Item Tags | Must match existing Order Tag from Settings > Dockets > Tags. Multiple entries can be made using a semi colon between entries with no spaces. |
|
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 | If not unique to a location use Customer Name. | 255 |
Billing Address | Street Address | |
Billing City | City name |
|
Billing Region | Must match existing Region abbreviation in Settings > Customer > Locations > Region. |
|
Billing Country | Must match existing Country in Settings > Customer > Locations > Country. | |
Billing Zip/Postal | ||
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 | If not unique to a location use Customer Name. | 255 |
Shipping Address | Street Address | |
Shipping City | City name | |
Shipping Region | Must match existing Country in Settings > Customer > Locations > Region. |
|
Shipping Country | Must match existing Country in Settings > Customer > Locations > Country. |
|
Shipping Zip/Postal |
Formatting Guidelines
Trim leading and trailing spaces from the entire sheet. If available, we recommend using the Excel add-in Ablebits to do this.
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.
Note: If one field is filled out in an address, then all fields become required.