Customer Branch Import
The Customer Branch import loads branch records against customers that already exist. A customer with several sites, offices or divisions needs a branch for each, since branches carry the delivery address and the tax treatment.
Where to find it
Go to Setup > Import Export > Customer Branches. Import customers first — a branch cannot attach to a customer that is not there.
Format Data
| Column | What it holds |
|---|---|
| Customer Reference | The customer's short name. This is what links the branch to its parent. |
| Name | The branch name. |
| Reference | The branch's own short code. |
| Phone / Email | Branch contact details. |
| Address | The delivery address for this branch. |
| Postal Address | The billing address, where it differs from the delivery address. |
| Sales Area | The sales area the branch belongs to. |
| Salesman | The salesperson covering it. |
| Location | The warehouse that normally supplies this branch. |
| Tax Group | The tax rules for the branch. This is what decides the tax split on a sale, so it matters where branches sit in different states. |
| Sales Account, Sales Discount, Receivables, Payment Discount | Account overrides for this branch. |
| Bank Account | Branch bank details, where held. |
| Opening balance | What this branch owed at cut-over. |
Customer Reference must be the customer's short name exactly as imported. A mismatch is the single most common reason branch rows are rejected.
Errors and exports
If rows fail, the system returns your file with a Memo column added, naming the problem on each bad row — fix those rows and upload again. Every module supports export as well as import, so you can pull current data out in the same format.
The rules common to all imports — never rename headers, dates in Y/m/d, codes must already exist, test a few rows first — are set out in Importing Your Data.
Related pages
- Customers Import — must run first
- Importing Your Data — shared rules and import order
- Opening Balances — carrying balances across
- States/Province — why the tax group matters