- Navigate to Settings > Customer > Import/Export
- Choose File or Drag and Drop File to upload
- Click Import and choose Contact - Additional Locations
Tips for Formatting Additional Locations .CSV for Import
The following guidelines should be noted when creating your Contact Location .CSV file for import:
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 | Required? | Additional Details | Field Value Format | Max Characters/Values |
Id | No | Generated by DocketManager upon export | ||
Contact Name | Yes | Must match existing Contact Name, if more than one exists additional location will be applied to the first. | String | |
Customer Number | Yes | Must match an existing customer number | Integer | 2147483647 |
Customer Name | Yes | Must match an existing customer | String/NVarChar | 120 |
LocationId | No | Generated by DocketManager upon export | ||
Location Name | Yes | String/NVarChar | 255 | |
Address | No | String/NVarChar | 500 | |
City | No | String/NVarChar | 50 | |
Region | 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 | String/NVarChar | 255 |
Country | No | Country must match existing entry in Settings > Customer > Locations | String/NVarChar | 255 |
Zip/Postal | No | String/NVarChar | 20 | |
Tax Rates | No | Must match an existing Tax Type Name | String | |
Billing Location | No | If left blank this field will default to TRUE | TRUE / FALSE | |
Shipping Location | No | If left blank this field will default to TRUE | TRUE / FALSE |
Option 2: Export Additional Locations
- Navigate to Settings > Customer > Import/Export > Export > Contact Additional Locations
- The file will export to your computer
Option 3: Template Import File
You can also download the template file below.