Editing Importing Customers
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
− | + | When importing customers, you will need the following: | |
<br>Spreadsheet with your billable customer | <br>Spreadsheet with your billable customer | ||
<br>Spreadsheet with your site customers indicating the parent for that site (If you are using parent/ child structure) | <br>Spreadsheet with your site customers indicating the parent for that site (If you are using parent/ child structure) | ||
Line 15: | Line 15: | ||
== 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. | ||
Line 23: | Line 23: | ||
<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]] | ||
Line 36: | Line 36: | ||
<br>[[File:CustTableColumnHeaderNames.png]] | <br>[[File:CustTableColumnHeaderNames.png]] | ||
+ | |||
== Step 2: Import the Billing Customers == | == Step 2: Import the Billing Customers == | ||
Line 65: | Line 66: | ||
<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]] | ||
Line 73: | Line 74: | ||
<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>- '''IsActive''' - value in column is TRUE to make sure customers have an active status | <br>- '''IsActive''' - value in column is TRUE to make sure customers have an active status | ||
− | <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]] |