Customer Import

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The customer import feature can be used to add customers to the customer list.

The following is a list of fields recognized by the PlantX.net customer import:

  • Customer Name
  • Customer Number
  • Billing Address
  • Shipping Address
  • Contact Name
  • Phone
  • Fax
  • Billing Customer
  • Billing Address Line 1
  • Billing Address Line 2
  • Billing Address Line 3
  • Billing City
  • Billing State
  • Billing Zip
  • Shipping Customer
  • Shipping Address Line 1
  • Shipping Address Line 2
  • Shipping Address Line 3
  • Shipping City
  • Shipping State
  • Shipping Zip

Contents

Addresses

There are numerous options for the billing and shipping addresses. Depending on the way your data is organized depends on which fields you will use. PlantX.net allows a customer to have any number of addresses. An address may be used as the billing or shipping, but it will mark one of the addresses as a the default billing address and/or the default shipping address. Those marked as the default will be used when creating a new order.

Addresses are recorded in block form, with multiple lines, just as it should appear through a windowed envelope. That means the address will include the customer name on the first line. Since the billing customer (Sold To) can be different from the actual customer account, the import feature offers an extra field for including the customer name. If the billing or shipping name is not filled in, the import will automatically append the customer name to the top of the address.

There are usually two forms of addresses to import; either the address to import is contained entirely one field (a block) or in separate lines with specific fields for city, state and zip. You cannot use both, therefore if the address block is specified, the separate address fields are ignored.

Address Block

If the address is completely contained in a single field (spreadsheet column), then you will want to use the respective Billing Address or Shipping Address fields to perform the import. This is WYSIWYG import of addresses.

Address Fields

If the inbound address is broken into multiple lines or fields, PlantX.net will assemble the various fields into the address as follows:

Billing Company
Billing Address Line 1
Billing Address Line 2
Billing Address Line 3
Billing City, Billing State, Billing Zip

If the Billing Company is blank, it will use the Customer Name instead. If any of the address lines are blank, they are ignored. The same rules apply to shipping addresses

Contacts and Phone Numbers

The Contact Name, Phone and Fax fields are combined to create a contact for the imported customer. If a contact name is not provided, the 'Customer Name' field is used as a generic name reference.

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