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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


  • Can be a null or empty value
NameYes
  • Refers to vendor name
  • Must be a unique name within the database
120
Phone NumberNo
  • If null, set to String.Empty
50
Fax NumberNo
  • If null, set to String.Empty
50
Email AddressNo
  • If null, set to String.Empty
100
WebsiteNo
  • If null, set to String.Empty
120
TagsNo
  • Multiple tags in column to be separated by ";" no space. 

Example: Customer;Retail

Tag1;Tag2;Tag3 would result in

  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the vendor
    • If they do not exist, they are added to the database and attached to the vendor
200
Billing Location IDLeave Blank
  • Cannot be user created
  • Checks for existing Id(s):

    • If it exists in the database, the Location object associated to the vendors billing location is overwritten with the new information

    • If they do not exist, a new Location object is created for the vendors billing location


  • Can be a null or empty value

Billing NameNo
  • If not provided, copy vendor name into this column
  • Refers to the name of the Location object being created containing the location information about the billing address
255
Billing AddressNo
  • If provided
500
Billing CityNo
  • 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
50
Billing RegionNo
  • Abbreviated Prov/State
  • If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
255
Billing CountryNo
  • Country must match Settings>Locations
  • If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing
  • Must be a valid country name
255
Billing Zip/PostalNo
  • If provided
20
Shipping Location IDLeave Blank
  • Cannot be user created
  • Checks for existing Id(s):

    • If it exists in the database, the Location object associated to the vendors shipping location is overwritten with the new information

    • If they do not exist, a new Location object is created for the vendors shipping location


  • Can be a null or empty value
Shipping Name
  • If not provided, copy vendor name into this column
  • Refers to the name of the Location object being created containing the location information about the shipping address
255
Shipping AddressNo
  • If provided
500
Shipping CityNo
  • If provided
50
Shipping RegionNo
  • Abbreviated Prov/State
  • If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
255
Shipping CountryNo
  • 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
Shipping Zip/PostalNo
  • If provided
20
Markup Scale - Qty 1
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 1
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 2
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 2
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 3
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 3
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 4
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 4
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 5
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 5
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 6
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 6
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 7
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 7
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 8
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 8
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 9
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 9
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - Qty 10
  • Only two decimal places are available
  • Max value is 9999.99
Markup Scale - % 10
  • Only two decimal places are available
  • Max value is 9999.99