Notes:

  • 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.




Field

Is Field Required?

Additional Details

Max Characters/Values

Id

Leave Blank

  • The system will create a unique Id for each customer once imported into DocketManager.


 

Name

Yes

  • Refers to customer name

120

Number

Leave Blank

  • The system will create a sequential customer number once imported into DocketManager


 

External Identifier

No

  • This should be the previous systems Account Number.
  • This is necessary if client will be importing Old Orders from previous system.


 

Phone Number

No



Fax Number

No



Email Address

No



Website

No



Sales Rep

No

  • Refers to the name of the contact
  • No size limit

CSR

Leave Blank

  • Refers to the name of the contact
  • No size limit

Graphic Artist

Leave Blank

  • Refers to the name of the contact
  • No size limit

Tags

No

  • Multiple tags in column to be separated by ; no space. Example: Customer;Retail
  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the customer.
    • If they do not exist, they are added to the database and attached to the customer.

200

Ship Type

No

  • Add Shipping Types to Settings prior to import
  • Settings > Dockets > Order Options > Shipping Types - Add New


 

Invoice

No

  • Add Invoice Delivery options to Settings > Dockets > Order Options prior to import
  • Add Payment Terms to _Settings > Accounting > Financial > Payment Terms > *Note: Payment Terms, Invoice Name on csv must match Name in Settings
  • Must match one of the following invoice types exactly:
    • E-Mailed
    • Fax
    • Mailed
    • With Order

30

Payment Terms

No



Customer Since

No



Last Order Date

No



Tax Type

No

  • Must be in the format that is in the Settings > Accounting > Financial > Taxes

Example: Ontario - HST or Alberta-GST or Manitoba-GST+PST

  • Must match an already existing tax type or the importer will fail        

50

Tax Exempt Number

No



Discount Percentage

No

  • Numeric value
  • Must be in the format of a number ie. if 20%, enter as 20


Credit Limit

No

  • Numeric value
  • Must be in the format of a number ie. $2500, enter as 2500, do not include $ sign.


 

Accounts Payable Contact

Leave Blank



Additional Accounts Payable Email

No

Requires Purchase Order

No



Deleted

Yes

  • Must be TRUE or FALSE
  • For Active Accounts set to FALSE; Inactive Accounts set to TRUE


 

Commission Contacts

Leave Blank

  • Cannot be selected until employee/contact has been imported; If importing a commission contact, you must include a commission percentage in the next column.
  • Refers to the name of the contact
  • No size limit

Commission Percentages

Leave Blank

  • Numeric value
  • Must be in the format of a number ie. if 20%, enter as 20
  • Only six decimal places are available        
  • 999.999999

Automatically Grant Contacts Product Access

Yes

  • Must be TRUE or FALSE


 

Portals

Leave Blank

  • Cannot be updated until portals/roles have been created


 

Roles

Leave Blank

  • Cannot be updated until portals/roles have been created
  • Multiple tags can be added in the same row, must be separated by “;”
    • All, Online Admin would results in
  • Built-in Order Statuses:
    • All
    • Admin User
    • Online Admin
    • Online Ordering - Hide Prices
    • Some
    • Online Order Approver
    • Online Ordering Customer
    • Online Order Placer-Needs Approval
  • 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.

200

Budgets

No

  • 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 Order Statuses


 

  • Must be in the format that is in the Settings > Dockets > Order Options
  • Multiple statuses in column to be separated by ; no space. Example: Rush;Delivery


 

Default Item Statuses


 

  • Must be in the format that is in the Settings > Dockets > Order Options
  • Multiple statuses in column to be separated by ; no space. Example: Rush;Delivery


 

Default Order Tags


 

  • Multiple tags in column to be separated by ; no space. Example: Customer;Retail
  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the customer.
    • If they do not exist, they are added to the database and attached to the customer.


 

Default Item Tags


 

  • Multiple tags in column to be separated by ; no space. Example: Customer;Retail
  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the customer.
    • If they do not exist, they are added to the database and attached to the customer.


 

Billing Id

Leave Blank


 


 

Billing Name

No

  • If not provided, copy customer name into this column

255

Billing Address

No

  • If provided


Billing City

No

  • 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


 

Billing Region

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


 

Billing 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.


 

Billing Zip/Postal

No

  • If provided

Shipping Id

Leave Blank


 


 

Shipping Name


 

  • If not provided, copy customer name into this column

255

Shipping Address

No

  • If provided


Shipping City

No

  • If provided


Shipping Region

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.


 

Shipping 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.


 

Shipping Zip/Postal

No

  • If provided