Page History: Customer Import
Compare Page Revisions
Page Revision: Tue, 21 Sep 2010 11:57
Default Menu Location
Transaction >> Importers/Exporters >> Address Book >> Customer Import
Click here for a screenshotGeneral 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
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.
Use the Contact Import to import more detailed contact information
