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 |