Importing Vendors/Customers (Donors)

Owned by Ces Esparagoza
Last updated: Jun 27, 2014
2 min read

CSV - CCF.zip

Hi Ms. Nins & Ms Ting,

 

Please see attached file for instruction on how to import Customer and Vendor through CSV Import. Please see below for the details of the attachment:

 

  • Original CSV Files (Customer and Vendor) provided by Ms. Nins [Copy of Vendor.xlsx and Customer Master.csv]
  • Sample CSV Files used for the Import [Sample_Vendor.CSV and Sample_Customer.csv)
  • Instruction for Customer Import [Customer Import.docx]
  • Instruction for Vendor Import [Vendor Import.docx]

 

Please modify Customer Master CSV File to make the following changes:

 

  • If Customer Type is Company, First Name and Last Name columns must be blank.
  • If the Company will have a Contact, this will have to be created as a separate CSV File. You cannot put it on the same file. This would have to be a separate Import (Contact Import)
  • Add a column for Default Shipping and Default Billing (see Sample_Customer.csv as reference)
  • If Billing Address is just the same as the Shipping Address then no need to put fill out columns for Shipping Address (e.g. Columns L - S in the Sample CSV File provided). You just have to Set Default Shipping and Default Billing to True (see Sample_Customer.csv as reference)

 

Lastly, following records were created in your Account as a result of test performed:

 

Vendor:

 

* Taken from the original CSV File (Copy of Vendor.xlsx), rows 2-3      

                        

Customer (Donor):

 

* Taken from the original CSV File (Customer Master.csv), row 111