This import allows you to import multiple customers. This document also describes the format for how data is exported. During export, addresses will be found by looking for address types in the following order:
All fields will be one of the following types:
| Column Name | Type | Description |
| Name | Text (41 chars) |
The name of the customer to be created. If it already
exists, this line will attempt to create a new address. To create a job, the format needs to be "Customer:Job".
This must be the first column. Required |
| AddressName | Text (90 chars) |
The name of the address to be created. Each address to be created must have a unique name. Leave this field and the "Address" field blank if you want a job to take the parent's address. AddressName required to create multiple addresses. |
| AddressContact | Text (41 chars) |
This is the attention/contact/firstline of the address Required if contact information is added. |
| AddressType | Numeric | The Customer must first have a Main Office (50) address before other address types can be created. Valid options are: 10 - Ship To 20 - Bill To 30 - Remit To 40 - Home 50 - Main Office Required to create multiple addresses. |
| IsDefault | Text | Specifies this address as a default address of its type. Valid entries are "true" and "false". |
| Address | Text (90 chars) |
The address. Leave this field and the "AddressName" field blank if you want a job to take the parent's address. |
| City | Text (30 chars) |
The city. |
| State | Text (30 chars) |
The state name or code. The state must already exist in your Fishbowl database. |
| Zip | Text (10 chars) |
The zip code. |
| Country | Text (64 chars) |
The country name or code. |
| Residential | Text | Specifies this address as a residential address. Valid entries are "true" and "false". |
| Main | Text (64 chars) |
The Main contact information. |
| Home | Text (64 chars) |
The Home contact information. |
| Work | Text (64 chars) |
The Work contact information. |
| Mobile | Text (64 chars) |
The Mobile (or Cell) contact information. |
| Fax | Text (64 chars) |
The Fax contact information. |
| Text (64 chars) |
The Email contact information. |
|
| Pager | Text (64 chars) |
The Pager contact information. |
| Web | Text (64 chars) |
The Web contact information. |
| Other | Text (64 chars) |
The Other contact information. |
| CurrencyName | Text (255 chars) |
The default currency of the customer. Only used if currency conversion is turned on. |
| CurrencyRate | Numeric | The currency rate of the customer. Only used if currency conversion is turned on. Value of zero will use the default rate on the currency. |
| Group | Text (30 chars) |
The customer groups that this customer belongs to.
Customer group names are separated by a semi-colon. |
| CreditLimit | Numeric | The customer's credit limit. |
| Status | Text | The status of the customer. Valid options are: "Normal", "Preferred", "Hold Sales", "Hold Shipment", "Hold All". |
| Active | Text | Specifies if the customer is active. Valid entries are "true" and "false".
Defaults to active. |
| TaxRate | Text (30 chars) |
The default tax rate for this customer. |
| Salesman | Text (30 chars) |
The customer's default salesman. |
| Default Priority | Text (30 chars) |
The customer's default priority. Valid options are: "1-Highest", "2-High", "3-Normal", "4-Low", "5-Lowest". |
| Number | Text (30 chars) |
The account number associated with the customer. |
| PaymentTerms | Text (60 chars) |
The default payment terms for this customer. |
| TaxExempt | Text | Specifies if this customer is tax exempt. Valid entries are "true" and "false". |
| TaxExemptNumber | Text (30 chars) |
The tax exempt number for the customer. |
| URL | Text (256 chars) |
The URL for this customer. |
| CarrierName | Text (30 chars) |
The customer's default carrier. |
| CarrierService | Text (30 chars) |
The customer's default carrier service. |
| ShippingTerms | Text | The customer's default shipping terms. |
| AlertNotes | Text (90 chars) |
This is displayed when the customer is selected on the Sales Order. |
| QuickBooksClassName | Text (30 chars) | The name of the QuickBooks class for this customer (created if not found). |
| ToBeEmailed | Boolean | Flags orders for this customer as To Be Emailed. |
| ToBePrinted | Boolean | Flags orders for this customer as To Be Printed. |
| IssuableStatus | Text | The issuable status to override the module option. Valid options are: Always Partially Paid Paid in Full |
| CF- | Text (30 chars) |
The customer's custom field value. The name of this column is CF- followed by the name of the custom field. There is a custom field column for each of the customer's custom fields. |
Name must be the first column. The file must contain column names in the first row, using the column names in the table above.