Data Dictionary
Customer Import Template
Overview
The Customer Import Template is a user-friendly feature designed to simplify the process of importing customer information into the system. This tool allows you to easily input a batch of customer data with essential details like customer number, name, address, and contact information. The template's intuitive design incorporates specific data types for each field, ensuring the accuracy of the imported information. Additionally, the 'To Validate' option gives you the flexibility to specify whether the system should validate the imported customer data. This functionality streamlines the management of customer information, making it a convenient and efficient solution for integrating large sets of customer data into the sales tax system.
Download Template: Customer Import Template
File Type: csv
Detail Record
The record below shows the various fields within the record. Each field is linked within the data dictionary which provides additional information including field constraints as well as allowed values.
| Display Name | Field Name | Field Type |
|---|---|---|
| Customer Number | CustomerNumber | string |
| Customer Name | CustomerName | string |
| Address Line 1 | AddressLine1 | string |
| Address Line 2 | AddressLine2 | string |
| City | City | string |
| Country | Country | string |
| State | State | string |
| Zipcode | Zipcode | integer |
| Plus 4 | Plus4 | integer |
| Email Address | EmailAddress | string |
| Phone Number 1 | PhoneNumber1 | string |
| Phone Number 2 | PhoneNumber2 | string |
| To Validate | ToValidate | boolean |