Importing New Records - Customers and Addresses
Posted January 01, 2025
Follow the steps for Importing New Records
| Field |
Required |
Type |
Sample Value |
Notes |
| Lookup_Household_Id |
No |
Lookup |
"123" |
Must match an existing household id in the system |
| Lookup_Household_Name |
No |
Lookup |
"Smith Family" |
Must match an existing household name in the system |
| Customer_Name |
Yes |
Text |
"John Doe" |
|
| Customer_Alternate_Id |
No |
Text |
"456" |
|
| Default_Asset_Accounts_Receivable_Account_Id |
No |
Identifier |
"789" |
Must match an existing GL Account id in the system with type "accounts receivable" |
| Default_Asset_Accounts_Receivable_Account_Number |
No |
Lookup |
"1-00-00-4165-127" |
Must match an existing GL Account number in the system with type "accounts receivable" |
| Billing_Email |
No |
Text |
"john.doe@example.com" |
|
| Billing_Address_Id |
No |
Identifier |
"123" |
Must match an existing address id in the system |
| Billing_Address_Line1 |
No |
Text |
"123 Main Street" |
|
| Billing_Address_Line2 |
No |
Text |
"Building 100" |
|
| Billing_Address_Line3 |
No |
Text |
"Suite 201" |
|
| Billing_Address_City |
No |
Text |
"Springfield" |
|
| Billing_Address_State |
No |
Lookup |
"IL" |
Must match an existing state in the system |
| Billing_Address_Zip |
No |
Text |
"62704" |
|
| Billing_Address_County |
No |
Text |
"Sangamon" |
|
| Billing_Address_Country |
No |
Lookup |
"USA" |
Must match an existing country in the system |
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