Customers can be imported into your system. To import customer information, navigate to Management Module > Customers > Importing. 

How to use the templates

1. Click on the green arrow for the import type you wish to use. 
   
   
   
   
2. Open the matching template Excel file provided below.
3. Enter the customer information into the Excel template.
   
   NOTE:  Columns with a * are required fields 
   
   
   
4. Copy the rows in your Excel template. Paste the copied information into the matching rows in your system.
   
   
   
   
5. Click Import
   • If the import is successful, a success message will appear.
     
     
     
     
   • If the import is unsuccessful, a message in red will indicate the row number(s) and reason(s) for the unsuccessful import.
     
     

NOTE:  For best results do not import more than 75-150 rows at one time.

Restrictions 

• Import Customers
  • Additional Phone Type MUST read Toll-Free Number, Additional Phone, or Additional Fax. 
  • Salesperson, Default Tax Group, Customer Origination, Customer Type, Industry Type, and Account Terms MUST match existing items in the system.
• Import Customer's Additional Shipping Addresses 
  • Company Name MUST match a company in the system.
  • Sales Center and Tax Group MUST match existing settings in the system.
  • For Country it is highly recommended to use the two-digit ISO Country Code (e.g. CA for Canada, AU for Australia, NZ for New Zealand) to avoid issues with addresses in CoreBridge as the software expects an ISO country code.
• Import Additional Contacts 
  • Company Name MUST match a company in the system.
  • Additional Phone Type MUST read Toll-Free Number, Additional Phone, or Additional Fax .