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CDR2Cloud allows the creation of Customer records one at time using the Create Customer feature or in bulk using the Bulk Load Customer feature. The Bulk Load Customer feature allows you to import large number of customer records from a {CSV} text file. The {CSV} file must contain a customer record on each line with customer data delimited (separated) by commas. 

Below is an explanation of the fields

Field	Required	Description	Notes
CustID		Customer ID (User Defined)	Customer ID from previous system. Not required.
Fname		First Name	Customers First Name.
Lname		Last Name	Customer Last Name.
Cname		Company Name	Customers Company Name (will appear on Invoices you send).
Street		Street Address	Street Address (will appear on Invoices you send).
City		City	City.
State		Stare / Province	State or Province.
Country		Country	Country. Must be Alpha-3-digit ISO Code (http://en.wikipedia.org/wiki/ISO_3166-1).
Zip		Zip / Postal Code	Zip or Postal Code.
Tel		Telephone (Primary)	Customers primary telephone number.
Tel2		Telephone #2	Customers secondary telephone number. Not required.
Fax		Fax #	Customers fax number. Not required.
Email		Email Address (Primary)	Customers primary Email Address.
Email2		Email Address #2	Customers secondary Email Address.
TaxCategory		Tax Category Name	Name of Tax Category to which customer will be assigned. Tax Category must be created before {csv} Import.
RateTable		Rate Table Name	Name of Rate Table to which customer will be assigned.Tax Category must be created before {csv} Import
Plan		Plan Name	Name of Rate Table to which customer will be assigned.Rate Table must be created before {csv} Import

To Import customer records from a {CSV} file please follow the steps below:

Steps

1. Click the [Customers] menu button to open the Customer module.
   
   

2. Click the [Bulk Load Customer] link button located in the top left of the Customer Module.

   
   _{^{Customer Module - Bulk Load Customers}}

3. Drag your {CSV} file to the blue upload image or click on the blue upload image to select the file. The file will be automatically processed and the records will be added to the customer database. 
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4. Verify the customer records in the customer module to ensure that records were imported correctly.