customerImport
Customer Import
Required info and default values
Parameter |
Value |
Comment |
Required |
|---|---|---|---|
Create user |
Y/N |
|
|
Default password |
|
Will be used if password field is empty, otherwise random passwords |
|
Default user type |
Private, Corporate, Government |
|
|
Create user billing address |
Y/N |
Required if "Create user" is true |
|
Create user shipping address |
Y/N |
Required if "Create user" is true |
|
Payment terms |
1,2,3,4, etc |
This is the ERP Code for a payment method. We use site default if empty |
|
Price matrix |
ID |
If not set, we use default matrix |
|
File format
- For one-time imports, Excel is fine, but make sure all rows are identical.
- If users are to be created, the emails have to be unique.
- Multiple users for one customer can be imported by duplicating the lines (same customer number)
Field
Comment
Required
A
Customer number
If exists, update.
B
Email address
Only if user is to be created
C
Password
We use import default if empty
D
Org#
E
Payment Terms
ERP Code for a payment method. We use import default if empty
F
Company Name
G
FirstName
We use "." if empty
H
LastName
We use "." if empty
I
Department/EAN
J
Phone
We automatically remove spaces
K
Street
L
Zip
M
ShippingCompanyName
N
ShippingFirstName
O
ShippingLastName
P
ShippingDepartment
Q
ShippingPhone
R
ShippingStreet
S
ShippingZip
T
Price matrix
We use import default if empty
U
Subscribe user
Y/N
V
Customer group
W
Sales rep #
X
User type
Private, Corporate, Government
File Upload
When you have prepared your file, send it to support@webmercs.no, they will check the file and upload it