Import Location

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 HighlightRequired
No HighlightNot Required


Field

Additional Details

Field Value Format

Max Characters/Values

IdGenerated by DocketManager upon export


Contact NameMust match existing Contact Name, if more than one exists additional location will be applied to the first.String

Customer Number

Must match an existing customer numberInteger2147483647
Customer NameMust match an existing customerString/NVarChar

120

LocationIdGenerated by DocketManager upon export


Location Name


String/NVarChar255

Address


String/NVarChar500

City



String/NVarChar50

Region

Abbreviated Prov/State
If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
String/NVarChar255

Country

Country must match existing entry in Settings > Customer > Locations
String/NVarChar255

Zip/Postal


String/NVarChar
20
Tax RatesMust match an existing Tax Type NameString
Billing LocationIf left blank this field will default to TRUETRUE / FALSE
Shipping Location
If left blank this field will default to TRUE
TRUE / FALSE


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”.