Customers

Add a New Customer

• The Customers module allows customer details and addresses to be entered and edited.
• To create a new customer, click the New button. Each existing customer is displayed in the search area on the left.

Import

• To import customers from a spreadsheet or CSV file, click the More button at the top of the item list and choose Import Customers.
• To create a template file with the correct column headers, click Export Customers.
• The suggested order of CSV imports for new databases can be found here.
• For a step-by-step tutorial on working with CSV files, check out the CSV video here.
• Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
  • Customer-Name* - Name of the customer (e.g. Alice Nelson)
  • Customer-Email - The customer's email address
  • Customer-Cc - An email address to be entered in the email carbon copy field
  • Customer-Bcc - An email address to be entered in the email blind carbon copy field
  • Customer-Phone - Customer's phone number
  • Customer-Mobile - Customer's mobile phone number
  • Customer-Fax - Customer's fax number
  • Customer-Other - An additional field used for holding additional custom data about the customer
  • Customer-Url - The customer's website or a custom URL
  • Customer-Notes - Customer specific notes
  • Customer-RepresentativeName - Default salesperson for this customer
  • Customer-PaymentTermName* - The customer's payment terms (e.g. Due on receipt)
  • Customer-ParentCustomerName - Parent customer if this is a customer job
  • Customer-BillWithParent* - If the parent customer should be billed (e.g. True or False)
  • Customer-TaxName - Default tax rate for this customer
  • Customer-CurrencyName* - The name of the customer's currency. (e.g. US Dollar)
  • Customer-DefaultCarrierName - Default shipment carrier for this customer
  • Customer-DefaultCarrierServiceName - Default shipment carrier service for specified customer
  • Customer-DefaultOrderPriorityName - Dictates the order priority when this customer is added to a sales order (e.g. Normal)
  • Customer-TaxExempt
  • Customer-TaxExemptNumber
  • Customer-AccountingClassName
  • Customer-Tags
  • CustomerAddress-Attention - Attention address line. If any of the customer address fields or customer address contact fields are filled out then all those fields will need to be filled out.
  • CustomerAddress-NickName* - A name for the address. When adding more than one address to a the customer line can be duplicated in the same CSV with new address information. If the CustomerAddress-NickName is unique, then a new address will be created for the customer.
  • CustomerAddress-CompanyName
  • CustomerAddress-Street* - Street address line 1
  • CustomerAddress-Street2 - Street address line 2
  • CustomerAddress-City* - Address City
  • CustomerAddress-State* - Address State abbreviation
  • CustomerAddress-PostalCode* - Address Postal code
  • CustomerAddress-Country* - For example, US or United States. Click here to see the list of supported countries and codes.
  • CustomerAddress-DefaultBillTo* - True/False if this address is the customer's default billing address
  • CustomerAddress-DefaultShipTo* - True/False if this address is the customer's default shipping address
  • CustomerAddress-Residential* - True/False if this is a residential address
  • CustomerAddress-Verified
  • CustomerAddressContact-Name* - The name of a contact/person for the address
  • CustomerAddressContact-Value* - The actual phone number or email address for the contact
  • CustomerAddressContact-Type* - The type of contact data being stored (Email, Mobile, Fax, Office, Other)
  • CustomerAddressContact-DefaultFlag - True/False if this is the default contact for the address