3.0 KiB
3.0 KiB
1 | Data Import Template | ||||||||||||||||
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2 | Table: | Customer | |||||||||||||||
3 | |||||||||||||||||
4 | |||||||||||||||||
5 | Notes: | ||||||||||||||||
6 | Please do not change the template headings. | ||||||||||||||||
7 | First data column must be blank. | ||||||||||||||||
8 | Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish. | ||||||||||||||||
9 | For updating, you can update only selective columns. | ||||||||||||||||
10 | If you are uploading new records, leave the "name" (ID) column blank. | ||||||||||||||||
11 | If you are uploading new records, "Naming Series" becomes mandatory, if present. | ||||||||||||||||
12 | You can only upload upto 5000 records in one go. (may be less in some cases) | ||||||||||||||||
13 | |||||||||||||||||
14 | Column Labels | ID | Customer Name | Customer Type | Customer Group | Territory | Company | Series | Lead Ref | Default Price List | Default Currency | Customer Details | Credit Days | Credit Limit | Website | Default Sales Partner | Default Commission Rate |
15 | Column Name: | name | customer_name | customer_type | customer_group | territory | company | naming_series | lead_name | default_price_list | default_currency | customer_details | credit_days | credit_limit | website | default_sales_partner | default_commission_rate |
16 | Mandatory: | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | No | No | No | No | No | No |
17 | Type: | Data (text) | Data | Select | Link | Link | Link | Select | Link | Link | Link | Text | Int | Currency | Data | Link | Float |
18 | Info: | One of: Company, Individual | Valid Customer Group | Valid Territory | Valid Company | One of: CUST, CUSTMUM | Valid Lead | Valid Price List | Valid Currency | Integer | Valid Sales Partner | ||||||
19 | Start entering data below this line | ||||||||||||||||
20 | Asian Junction | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
21 | Life Plan Counselling | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
22 | Two Pesos | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
23 | Mr Fables | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
24 | Intelacard | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
25 | Big D Supermarkets | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
26 | Adaptas | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
27 | Nelson Brothers | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
28 | Landskip Yard Care | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
29 | Buttrey Food & Drug | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
30 | Fayva | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
31 | Asian Fusion | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
32 | Crafts Canada | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
33 | Consumers and Consumers Express | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
34 | Netobill | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
35 | Choices | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
36 | Chi-Chis | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
37 | Red Food | Company | Commercial | Rest Of The World | Wind Power LLC | ||||||||||||
38 | Endicott Shoes | Company | Commercial | Rest Of The World | Wind Power LLC |