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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 |
| No Highlight | Not Required |
Field | Is Field Required? | Additional Details | Max Characters/Values |
| Id | No | Created by DocketManager on import | |
Customer Number | No | Must match an existing customer number in CRM > Customers > Edit. | Max 2147483647 |
Customer Name | Yes | Must match an existing Customer in CRM Customer. | Max 120 |
| LocationId | No | Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries. | |
Location Name | Yes | Max 255 | |
| Tax Rates | No | Must match existing Tax type in Settings > Accounting > Financial > Tax. | |
| Billing Location | No | Must be TRUE or FALSE. If left blank this field will default to TRUE. | |
| Shipping Location | No | Must be TRUE or FALSE. If left blank this field will default to TRUE. | |
Address | No | Street Address | Max 500 |
City | No | City name | Max 50 |
Region | No | Must match existing Country in Settings > Customer > Locations > Region. | Max 255 |
Country | No | Must match existing Country in Settings > Customer > Locations > Country. | Max 255 |
Zip/Postal | No | Max 20 |
Formatting Guidelines
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”.