Customer CSV Format
You must import customers before you import certificates owned by those customers. Before importing customers, configure the desired customer groups on the target system.
For information about using CSV format files, see Best Practices for Importing Data with CSV Files.
Because CSV uploads for Exemption Certificates, Exemption Certificate Zones, and Customers share many columns, you can reduce errors by copying columns that are common to each of these imports.
Customer File Format
|
SDITYPE=Customer |
|||
|---|---|---|---|
|
Column Name |
Format |
Req? |
Description |
|
CustomerName |
varchar2(100) |
Y |
Customer name. |
|
CustomerNumber |
varchar2(100) |
Y |
Customer number. |
|
CustomerComment |
varchar2(2000) |
N |
Optional comment. |
|
DbaName |
varchar2(100) |
N |
Doing Business As name. |
|
Address1 |
varchar2(60) |
N |
First address line. |
|
Address2 |
varchar2(60) |
N |
Second address line. |
|
Address3 |
varchar2(60) |
N |
Third address line. |
|
Address4 |
varchar2(60) |
N |
Fourth address line. (Stored in the database but not displayed on the Customer page in Determination.) |
|
Country |
varchar2(2) |
N |
A two-letter, capitalized country code (such as CA). Leave blank for US (default). |
|
Province |
varchar2(50) |
N |
Province. |
|
State |
varchar2(50) |
N |
State. |
|
County |
varchar2(50) |
N |
County. |
|
City |
varchar2(60) |
N |
City. |
|
District |
varchar2(50) |
N |
District. |
|
PostCode |
varchar2(50) |
N |
ZIP or postal code. |
|
BusinessPhone |
varchar2(20) |
N |
Business telephone number. |
|
ContactName |
varchar2(60) |
N |
Contact name. |
|
ContactEmail |
varchar2(60) |
N |
Contact email address. |
|
ContactPhone |
varchar2(20) |
N |
Contact telephone number. |
|
ContactTitle |
varchar2(100) |
N |
Contact job title. |
|
ContactDepartment |
varchar2(100) |
N |
Contact department. |
|
ContactFax |
varchar2(20) |
N |
Contact fax number. |
|
FullyExempt |
varchar2(1) |
N |
Valid values are Y or N. Defaults to N. Indicates whether or not the customer is fully exempt from tax. |
Customer File Example
This file includes two customers.
-
sdiType=Customers
-
CustomerName,CustomerNumber,Country,CustomerComment,ContactFax,Db
aName -
Aurora Forest Products,589247,US,Update,5415554704,Aurora DBA
-
Sequoia Office Services,649823,US,New Customer,541555266,Sequoia
DBA
For more information about formatting a CSV file, see Creating CSV Import Files.
Updating an Existing Customer
You can update a customer record by including data in the CustomerName and CustomerNumber columns to match a customer; then modifying additional columns as needed.
Customer File Import Prerequisites
You need to create any desired target companies and customer groups before importing customers with the Import/Export Wizard.