Customers Import
The Customers import brings your customer master records in from a spreadsheet. It is one of the first imports to run, because branches, opening balances and every sales transaction depend on the customer existing first.
Where to find it
Go to Setup > Import Export > Customers, and download the sample file before you start.
Format Data
| Column | What it holds |
|---|---|
| Name | The customer's full name, as printed on documents. |
| Short Name | The unique short code. This is what other imports reference the customer by, so keep it stable. |
| Tax ID | Their GST, VAT or equivalent registration number. |
| Currency | The currency they trade in. |
| Sales Type | Their price level. Must match a sales type that exists. |
| Payment Terms | Their credit terms, matching an existing payment term. |
| Phone / Email | Contact details. |
| Tax Group | Which tax rules apply to them. |
| Sales Account, Sales Discount, Receivables, Payment Discount | Account overrides for this customer. Leave blank to use the system defaults from System and GL Setup. |
| Bank Account | Their bank details, where you hold them. |
| Address | The billing address. |
| Area | Their sales area. |
| Sales person | The salesperson who handles the account. |
Short Name is the key other files match on. If your branch or opening-balance files reference a customer, they reference this value — decide it before importing, not after.
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
- Importing Your Data — shared rules and import order
- Customer Branch Import — the next step
- Opening Balances — what customers owed at cut-over
- Suppliers Import — the buying-side equivalent