Notes:

  • 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”.


Field

Is Field Required?

Additional Details

Max Characters/Values

IdNo
  • Created by DocketManager on import


Customer Number

Yes

  • Must match an existing customer number
  • Max value is 2147483647

Customer Name

Yes

  • Must match an existing customer

120

LocationIdNo
  • Created by DocketManager on import


Location Name

Yes


255

Tax RatesNo

Billing LocationNo
  • TRUE means that the address will be flagged as billing location and/or shipping locations

Shipping LocationNo
  • TRUE means that the address will be flagged as billing location and/or shipping locations


Address

No


500

City

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

50

Region

No


255

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.

255

Zip/Postal

No


20