Customer Information Import

Introduction

The customer information import allows you to import the main information for multiple customers. Whether you're adding information for new or existing customers, using the import tool is a great way to save time.

It's important to note that the import system is not a real-time import; when you choose to import data, the import is queued and runs when it moves to the front of the queue.

Importing a New Customer

In this example, we will import a single new customer. To import customer information, start by navigating to Settings > Company > Import > Instructions & Samples.

Navigate the import section tree either using the “Search by keyword” field or by expanding areas of the tree.

Next, download the customer information sample file by clicking 'customerInfoSample.csv'. This sample file will contain only headers and will be formatted for you. Each row you add under the headers will contain import information for the customer.

There are descriptions of each of these columns at the end of this article.

Uploading the File

Next, you will import the file by navigating to Settings > Company > Import > Upload & History inside your company account. To upload, click 'Add'.

Select 'Customer' and 'Information' from the drop-downs provided. Either click the drop files to upload your import file, or drag and drop it in.

Click 'Save' to finish uploading the file.

Now click 'Validate' to verify your file. This tells the system to check the file for mistakes. If mistakes are found, click 'E' to see what the system has flagged. Fix any issues and then click 'Add' again to start the process over with the updated file. If there are no errors, click the import icon.

Once the data has been imported, you can check the customer manager to make sure the new customer is there. Navigate to Users > Customer Manager inside your company account.

Search for your customer to verify that they are in the system and then you're done.

Import Fields

Field

Description

Expected Values

Data Format

Requirements

action

Command Action instructions. What are you trying to do?

add, update, remove

Text

Required

customerId

Identifier for Customer. This is created by the system in an “add” action. If you wish to assign an independent value to the customer use the importId field. After the customer is created you can use the custom “importId” value as the customerId for all associated entities add actions (Payment methods, references, etc..). You also will be able to use the importId as the customerId field for subsequent “update” or “remove” actions.

Alpha/Numeric

Ignored/Omit on Add. Required on Update, Remove

importId

Custom identifier for Customer to be set by the Client. Please make sure this value is unique. It will cause confusion & issues with updates if you have duplicated importId’s, as import & other commands using that duplicated value may apply to any account with that value. If this is the case we recommend to use the system id for the customerId.

Alpha/Numeric

Recommended on Add, Not Required

status

This is the Status of the Customer. These are customizable & can be found in Settings>Customer>Labeling>Status.

Text

Not Required (if omitted company defaults will apply)

customerType

The type of the customer, as selected from the list.

individual, flooringCustomer, company

Text

Not Required (if omitted company defaults will apply)

firstName

Customer’s first name

Text

Required

middleName

Customer’s middle name

Text

Not Required

lastName

Customer’s last name

Text

Required

companyContact

If “customerType” is Company or Flooring the Contact Person’s Name

Text

Required if Company or Flooring customerType

companyName

The customer if a customerType of Flooring or Company is used, then this is the name of the Company that is the customer.

Text

Required if customerType is Flooring or Company

ssn

This is the SSN for US Clients & SIN for Canadian Clients

Number: 9 digits

Not Required

driversLicense

Photo Identification number

Number

Not Required

idType

specify if using the EIN, or SSN by selecting (EIN, SSN)

employerNumber, ssn

Text

Required

idNumber

Social Security Number (SSN) or Employer Identification Number (EIN)

Number

Not Required

creditLimit

If Flooring then the credit limit amount; ex. $100,000

100000

Number

Required if Flooring Customer

birthday

Date of Birth

Date: MM/DD/YYYY

Not Required

gender

Gender of the Customer

male, female, unknown

Text

Required

gencode

Generation Code

none, ii, iii, iv, ix, jr, sr, v, vi, vii, viii

Text

Not Required. If omitted then “none” will default

saleTransferPii

This field is used to identify if customer personal identifiable information can be sold or transferred to other entities.

1 (yes), 0 (no)

Number

Not Required. If omitted then "1" will default

email

Email address

Text

Not Required

priPhone

Primary Phone Number

Number: 10 digits

Required

priPhoneType

Type of phone associated with the primary phone number

cell, fax, home, office, other, cellSmartPhone

Text

Required

secPhone

Secondary Phone Number

Number: 10 digits

Not Required

secPhoneType

Type of phone associated with the secondary phone number

cell, fax, home, office, other, cellSmartPhone

Text

Required if secphone is provided

additionalPhone

To add additional phone numbers to the customer you must provide a list separated by a semi-colon. There must also be an equal number of phone type descriptions in the next field with the header name of “additionalPhonetype” : e.g. : 2031235254;8016300000

Number: 10 digits

Not Required

additionalPhoneType

cell;home

cell, fax, home, office, other, cellSmartPhone

Text

Required if additionalPhone is provided

password

Password for customer to access customer website, must follow the password requirements. [At least 1 uppercase letter, At least 1 lowercase letter, At least 1 number, At least 6 characters]

Alpha/Numeric

Not Required

username

Username to log into customer website. This must be unique.

Alpha/Numeric

Not Required. If omitted will automatically be set

creditScoreExperian

manually enter the credit score for Experian

Number

Not Required

creditScoreEquifax

manually enter the credit score for Equifax

Number

Not Required

creditScoreTransunion

manually enter the credit score for Transunion

Number

Not Required

priAddress

Primary Address

Text

Required

priCity

Primary Address City

Text

Required

priState

Primary Address State (2 digit)

state abbreviation codes

Text: 2 digits

Required

priZipcode

Primary Address Zip Code

Alpha/Numeric

Required

priCountry

Primary Address Country (2 digit) usa, can

usa, can

Text: 3 digits

Required

mailAddress

Mailing Address

Text

Required

mailCity

Mailing City

Text

Required

mailState

Mailing State

state abbreviation codes

Text: 2 digits

Required

mailZipcode

Mailing Zip Code

Alpha/Numeric

Required

mailCountry

Mailing Country (2 digit) usa, can

usa, ca,

Text

Required

employerName

Employer Name

Text

Not Required (can contain text)

employerTitle

Customers Job Title

Text

Not required (can contain text)

employerPhone

Employers Phone Number

Number: 10 digits

Not required

employerIncome

Customer Income on the frequency selected below i.e 36000.00

Number

Not required

employerIncomeFreq

The frequency Customer gets paid the employer income above

monthly, semimonthly, biweekly, weekly

Text

Required

employerHireDate

Date customer was hired at employer

Date: MM/DD/YYYY

Not Required (must be a date)

employerPaydayFreq

Frequency of payroll

monthly, semimonthly, biweekly, weekly

Text

Not Required (monthly, semimonthly, biweekly or weekly)

employerNextPayday

Customer’s next payroll date

Date: MM/DD/YYYY

Not Required (must be a date)

employerAddress

Employer Address

Text

Not Required (can contain text)

employerCity

Employer City

Text

Not Required (can contain text)

employerState

Employer State

state abbreviation codes

Text: 2 digits

Not Required (can contain text)

employerZipcode

Employer Zip Code

Alpha/Numeric

Not Required (can contain alphanumeric characters and the ‘-‘ character)

employerCountry

usa, can

Text: 3 digits

Not Required (can be either ‘US’ or ‘Canada’)


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