Importing New Records - Customers and Addresses
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Lookup_Household_Id No Lookup "123" Must match an existing household id in the system
Lookup_Household_Name No Lookup "Smith Family" Must match an existing household name in the system
Customer_Name Yes Text "John Doe"  
Customer_Alternate_Id No Text "456"  
Default_Asset_Accounts_Receivable_Account_Id No Identifier "789" Must match an existing GL Account id in the system with type "accounts receivable"
Default_Asset_Accounts_Receivable_Account_Number No Lookup "1-00-00-4165-127" Must match an existing GL Account number in the system with type "accounts receivable"
Billing_Email No Text "john.doe@example.com"  
Billing_Address_Id No Identifier "123" Must match an existing address id in the system
Billing_Address_Line1 No Text "123 Main Street"  
Billing_Address_Line2 No Text "Building 100"  
Billing_Address_Line3 No Text "Suite 201"  
Billing_Address_City No Text "Springfield"  
Billing_Address_State No Lookup "IL" Must match an existing state in the system
Billing_Address_Zip No Text "62704"  
Billing_Address_County No Text "Sangamon"  
Billing_Address_Country No Lookup "USA" Must match an existing country in the system

See also

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