Editing Importing Customers
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− | + | When importing customers, you will be importing into both the Cust (Customer) table and the CustCont (Customer Contact) table. You will need the following: | |
<br>Spreadsheet with your billable customer | <br>Spreadsheet with your billable customer | ||
− | <br>Spreadsheet with your site customers | + | <br>Spreadsheet with your site customers (If you are using parent/ child structure) |
− | <br>To review parent child structure, please | + | <br>To review parent child structure, please click [[Customers]] |
+ | <br>Spreadsheet for your contacts and what customer they are associated with | ||
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<br>First you will import your billable customer (parent) | <br>First you will import your billable customer (parent) | ||
<br>Then you can import the site customers and link them to the parents | <br>Then you can import the site customers and link them to the parents | ||
<br>**Make sure each customer record you import is a unique name. QuickBooks does not allow you to have the same name twice.** | <br>**Make sure each customer record you import is a unique name. QuickBooks does not allow you to have the same name twice.** | ||
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<br>Before preparing for the import, please read this page: '''[[Before Importing - About UID]]''' | <br>Before preparing for the import, please read this page: '''[[Before Importing - About UID]]''' | ||
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== Step 1: Prepare the Billable Customer import: == | == Step 1: Prepare the Billable Customer import: == | ||
<br>1. Open Excel and create columns for the site and billing tab based off image 1 below. | <br>1. Open Excel and create columns for the site and billing tab based off image 1 below. | ||
− | <br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. | + | <br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. |
<br>3. In the '''IsBillable''' column, enter TRUE for each row | <br>3. In the '''IsBillable''' column, enter TRUE for each row | ||
<br>4. If the customer needs to sync to QuickBooks, create a column for '''QBExport''' and enter TRUE in each row. | <br>4. If the customer needs to sync to QuickBooks, create a column for '''QBExport''' and enter TRUE in each row. | ||
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<br>5. Enter a column for '''IsActive''' and enter TRUE in each row | <br>5. Enter a column for '''IsActive''' and enter TRUE in each row | ||
− | <br>6. If there are other fields you want to import into such as Terms, TaxGroup, Business Type, you will need to export the tables to get the UID as described | + | <br>6. If there are other fields you want to import into such as Terms, TaxGroup, Business Type, you will need to export the tables to get the UID as described above. |
<br>[[File:CommonFieldsInCustomerImport.png]] | <br>[[File:CommonFieldsInCustomerImport.png]] | ||
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<br>[[File:CustTableColumnHeaderNames.png]] | <br>[[File:CustTableColumnHeaderNames.png]] | ||
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== Step 2: Import the Billing Customers == | == Step 2: Import the Billing Customers == | ||
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<br>1. Open an Excel file | <br>1. Open an Excel file | ||
<br>2. Prepare the column headers as shown in the below screenshot | <br>2. Prepare the column headers as shown in the below screenshot | ||
− | <br>- Column A - F is for the ''site'' information (Name, Address1, Address2, City, St, Zip) | + | <br>- Column A - F is for the ''site'' information (Name, Address1, Address2, City, St, Zip) |
<br>- Column G - M is for the ''parent'' info (BillingUID, BillName, BillAddress1, BillCity, BillSt, BillZip) | <br>- Column G - M is for the ''parent'' info (BillingUID, BillName, BillAddress1, BillCity, BillSt, BillZip) | ||
<br>[[File:SiteImportSpreadsheet.png]] | <br>[[File:SiteImportSpreadsheet.png]] | ||
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<br>- '''IsBillable''' - value in column is FALSE for “child” customers | <br>- '''IsBillable''' - value in column is FALSE for “child” customers | ||
<br>- ''' QBExport''' - if you want the customer to sync to QB, enter TRUE in the column | <br>- ''' QBExport''' - if you want the customer to sync to QB, enter TRUE in the column | ||
− | + | <br>- '''TaxGroup and TaxGroupUID''' - as described in the parent import | |
− | <br>- '''TaxGroup and TaxGroupUID''' - as described in the parent import | ||
<br>- '''Terms and TermUID''' - as described in the parent import | <br>- '''Terms and TermUID''' - as described in the parent import | ||
<br>[[File:CustomerImport_AdditionalColumns.png]] | <br>[[File:CustomerImport_AdditionalColumns.png]] | ||
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== Step 5 : Import the Site Customers == | == Step 5 : Import the Site Customers == | ||
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<br>1. You will be asked if you want to backup your data. You should be regularly backing up your data, so usually people click No to skip the backup. | <br>1. You will be asked if you want to backup your data. You should be regularly backing up your data, so usually people click No to skip the backup. | ||
<br>1. When the import is complete you can close the Data Import window and look in the Customer module for the site customers you imported. | <br>1. When the import is complete you can close the Data Import window and look in the Customer module for the site customers you imported. | ||
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