Import and Export > Importing Customers

Customers can be be imported from a spreadsheet using the Import button in Customers Mode.

The file should be a csv file with a heading row. All columns are optional except the name column, ie a minimal import would look something like:

name

Customer A

Customer B

...

In addition to the required 'name' column the following optional columns are supported. Up to 4 delivery addresses per customer are supported, numbered 0 through 3.

Main account details columns:

'name' - REQUIRED

'address1'

'address2'

'zipcode'

'city'

'state'

'country'

'phone'

'mobile'

'fax'

'email'

'website'

'primaryContact'

'tag' - arbitrary integer

'deleted' - 1 if deleted, 0 if active

Costing data columns:

'stdFreight'

'expressFreight'

'materialDiscount'

'cuttingDiscount',

'machineDiscount'

'overallDiscount'

'deliveryLead'

'accountType'

Delivery address columns indexed from 0..3:

'deliv[0].name'

'deliv[0].address1'

'deliv[0].address2'

'deliv[0].zipcode'

'deliv[0].city'

'deliv[0].state'

'deliv[0].country'

'deliv[0].phone'

'deliv[0].mobile'

'deliv[0].fax'

'deliv[0].email'

,'deliv[0].website'

'deliv[0].primaryContact'

'deliv[0].deleted'

'deliv[0].default'