Spreadsheet import - customer data

Prerequisites

Set up the following information before you start the import.
note
You can also add this information during the import.
Payment terms
Finance charges
Shipping type invoice items
Sales tax type invoice items. Before you begin the import, you'll need to set up global sales tax information to add sales tax invoice items.

Select the source file

Select
File
,
Import
, then
Spreadsheet
.
In the
Source Data
screen, select the client from the
Client name
box.
Select
Customers
from the dropdown in the
Data type
box.
In the
Import File
section, enter the path and file name of the spreadsheet file to import or select
Browse
to go to the file.
Select the worksheet within the spreadsheet file to import.
To skip all data-mapping screens for additional data types, select the
Skip data mapping screens
option. The application skips all data-mapping screens unless it needs data from you.
Select
Next
.

Map spreadsheet columns

If you saved mapping information from a prior import as a mapping template, that template is included in the dropdown in the
Template
box. If needed, select the template.
If the spreadsheet includes column headings or other rows of data that shouldn't be imported, select the checkbox in the
Omit row
column for that row. The application won’t validate or import data in that row.
For each column, select the column heading in the grid, and then select the correct mapping item from the dropdown in the
Column <x>
box above the grid.
Mapping item	More info	Required?
ID	No	Yes
Customer Name	No	Yes
EIN/SSN	No	No
Tax Exempt #	No	No
Address Line 1	No	No
Address Line 2	No	No
Address City	No	No
Address State	No	No
Address Zip	No	No
Address County	No	No
Address Country	No	No
Phone	Business, Car, Home, Mobile, Pager, Other	No
Phone Fax	Extension	No
Email	No	No
Website	No	No
Beginning Balance Amount	No	No
Beginning Balance Reference	No	No
Beginning Balance PO#	No	No
Beginning Balance AR Account	No	Yes, if beginning balance is a non-zero amount
Beginning Balance Date	No	Yes, if beginning balance is a non-zero amount
General Ledger Account	No	No
Finance Charge	No	No
PO#	No	No
Payment Term	No	No
Shipping Item	No	No
Sales Tax Item	No	No
Message	No	No
Credit Limit Amount	No	No
Credit Hold	No	No
Prompt At Limit	No	No
After you've mapped all columns, select
Next
.
The application validates the spreadsheet data. If any errors are found, they are highlighted. If necessary, correct the data and then select
Next
.
Import the information.