Importing

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Importing

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At minimum, the Customer Table import file must contain the following columns: row_id, customer_id and name.

 

Make sure each row has a unique row_id value. Here is an example:

 

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You can open Notepad or Excel and copy and paste the sample below to create your own import file. At you discretion, Include or exclude any of the columns and values that are not required.

 

"row_id","customer_id","name","addr1","addr2","city","province","postal_code","credit_limit","balance","invoice_unit","payment_terms","pct_discount","material_taxes_payable","delivery_taxes_payable","phone1_description","phone1","phone2_description","phone2","contact_name","contact_email","contact_other","ticket_table","ticket_unit","company_id","print_ticket","print_barcode","print_daily_total","print_contract_total","print_cash_sale_details","location_latitude","location_longitude","report_path","report_file_name","pdf_write","pdf_open","pdf_folder","pdf_file_name_format","shipto_name","shipto_addr1","shipto_addr2","shipto_city","shipto_province","shipto_postal_code","shipto_phone1_description","shipto_phone1","shipto_phone2_description","shipto_phone2","shipto_contact_name","shipto_contact_email","shipto_contact_other","invoice_path","invoice_file_name","auto_reset_daily_total","hold","print_list_price"

1,"CANSCALE","Canadian Scale Company Limited","305 Horner Ave.","","Toronto","ON","M8W1Z4",1000000,0,"MT",0,5.5,"","","Phone","800-461-0634","Fax","416-259-1959","Jeff Weir","jeffw@canscale.com","","shipment_ticket","kg","1",1,0,1,1,1,43.6055914,-79.5258766,"","",1,1,"","Ticket %ld.pdf","","","","","","","","","","","","","","","",1,0,1