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Page History: Customer Import

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Page Revision: Tue, 21 Sep 2010 12:37



Default Menu Location

Transaction >> Importers/Exporters >> Address Book >> Customer Import

Click here for a screenshot

General Description

The Customer Import tool allows you to import customer information into Adjutant.

It is mainly used to import new customers into the database during an Adjutant implementation, but it can also be used to update existing customer info.

Filters/Fields

File Name: The file being imported into Adjutant. Click the Browse button to locate and select the file.

Map Fields: Click this button to map the column headers in the spreadsheet to the data fields in the Adjutant database.

Try To Match Existing Orgs: Check this box to turn on additional logic that looks through your existing customers in Adjutant and tries to match each record in the spreadsheet with one in Adjutant. If the import program finds a match, it will update that customer's information with the info in the spreadsheet.

Validate Custnos: Check this box if you have customer IDs (organization IDs) in your spreadsheet and you want to update your existing customer records based on ID. This is commonly used if you export your customer database to do some mass updates in Excel and then want to import that data back in to Adjutant.

Attributes: You can assign attributes to all of the customers in the file by checking any of the attributes in the list.

The list is limited to attributes in the Organization Attributes rule that have the Show in Import flag checked. Click here for an example.

Sample Import File

Customer Import Template File

To avoid any formatting issues, please save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format.

Import Template Help

Custno - Organization ID

Company - Name of Company/Organization

Address1 - Physical Street Address

Address2 - Physical Address 2 (apt/suite number)

Address3 - Physical Address 3

City - City name

State - State abbreviation

ZipCode - Zip Code (you can use zip+4 if you have it)

mAddress1 - Mailing Street Address

mAddress2 - Mailing Address 2 (apt/suite number)

mAddress3 - Mailing Address 3

mCity - Mailing City

mZipCode - Mailing Zip Code

Phone - Main phone number

Fax - Main fax number

Email - Main email address (use the address that invoices will typically be sent to)

WebSite - website address

AcctCode - If you're connecting to another accounting system, enter the customer ID in that system.

IsBillTo - Enter a 'y' if this organization is a billing address.

IsSoldTo - Enter a 'y' if this organization is a customer.

Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact.

Title1 - Default contact's job title.

AcctMgr - Account Manager's name. This must match the full name of a contact with the Account Manager attribute.

Sp - Salesperson's name. This must match the full name of a contact with the Salesperson attribute.

FOB - The default FOB terms. This is only applicable for Ship To records. This must match a value in the FOB rule.

Freight - Freight payment terms. This is only applicable for Ship To records. This must match a value in the FREIGHT rule.

ShipVia - Shipping method. This is only applicable for Ship To records. This must match a value in the SHIPVIA rule.

Contact2/3/4 - Contact name.

Title2/3/4 - Contact's job title.

Phone2/3/4 - Contact's primary phone number.

Email2/3/4 - Contact's email address.

Country - Name of country.

County - No longer used. Leave this field blank.

TaxExempt - Enter a 'y' if the customer is tax exempt.

TaxExemptNum - Tax Exempt number.

Credit Hold - Enter a 'y' if the customer is currently on credit hold.

CreditLimit - Enter the customer's credit limit.

DNECredit - Enter a 'y' if nobody is allowed exceed the customer's credit limit.

TaxRate - No longer used. You can leave this field blank.

Terms - Default payment terms. This must match a value in the TERMS rule.

CustCat - Customer Transaction Category. This must match a value in the CUSTCAT rule.

Terr - Sales Territory. This must match a value in the TERR rule.

GShipTo - Enter a 'y' if the Ship To can be used by every customer. Typically used for customer pick up locations.

DefWhse - Name of the default shipping warehouse. This must match a warehouse name that's been set up in the Warehouses screen.

Pgroup - Customer Pricing Group. This must match a value in the ENTGRP rule.

AcctNumber - The account number associated with their shipping/freight company, if any.

ARAcct - An AR account number that is different than the default AR account.

BilledDT - Billed Drive Time. Only applicable if a Ship To and if you bill separately/differently for drive time.

Combo - The lock combination to use for this location. Only applicable if a Ship To and you need a lock combination to gain access.

CommentCode - Customer Comment Code. Must match a value in the CUSTCOMM rule.

CrossStreet - Name of the intersecting cross street for the Ship To.

DefShipTo - Enter a 'y' if this record is the default shipping location.

InvForm - Invoice form to use if the customer has a specific form that is different from other customers. Must match a value in the INVFORM rule.

KeyMap - Key Map number of the Ship To.

KeyNumber - The key to use for this location. Only applicable if a Ship To and you need a specific key to unlock a door/gate.

Latitude - Latitude. Only applicable to Ship To records.

Longitude - Longitude. Only applicable to Ship To records.

MiscCode - Miscellaneous code. 10 character max.

MiscCode2 - Miscellaneous code. 10 character max.

OneWayDT - One way drive time (in minutes). Only applicable to Ship To records.

OneWayMile - One way drive mileage. Only applicable to Ship To records.

WorkCat - Default work category for the Ship To. This must match a value in the WORKCAT rule.

BillToOf - Organization ID of parent customer (SOLDTO). This will make a Bill To child.

ShipToOf - Organization ID of parent customer (SOLDTO). This will make a Ship To child.

Instructions to Import New File

Once your file is complete, you can import it by going to:

Transaction >> Importers/Exporters >> Address Book >> Customer Import

Select the file you wish to import by clicking the Browse button.

Browse to find your spreadsheet

Browse to find your spreadsheet



Click the Map Fields button to map your spreadsheet column headers to the fields in the database.

The section on the right provides a list of available fields.

Map the spreadsheet to the database

Map the spreadsheet to the database



If your list is empty or incomplete, please email your contact at ABIS.

All fields should map automatically if you used the template provided on this page.

Click OK.

Select any additional attributes you want to be added to the records you're importing. You do not need to add any BILLTO, SOLDTO, or SHIPTO attributes, the importer will add those for you based on the file.

Click the Import button to import your spreadsheet.

FAQ

There is currently no FAQ for this page. Please use the Discussion link at the top if you have a question.


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