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Notes:

  • 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.


FieldIs Field Required?Additional DetailsMax Characters/Values
IdLeave Blank

  • Cannot be user created

  • Checks for existing Id(s):

    • If they exist in the database, the Customer object is overwritten for the vendor with the new information

    • If they do not exist, a new Customer object is created for the vendor and added to the database


NameYes
  • Refers to contact name

TitleNo

Security RoleLeave Blank

UsernameLeave Blank

PasswordLeave Blank

Vendor NumberNo

Vendor NameYes
  • Refers to the DM Vendor Name (NEEDS TO BE AN EXACT MATCH)

Phone NumberNo

Fax NumberNo

Email AddressNo

Is DeletedYes
  • True/False
  • For Active contacts set to FALSE; Inactive contacts set to TRUE