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.
First row of the {CSV} file must contain column labels!
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[custid],[fname],[lname],[cname],[street],[street2],[city],[state],[country],[zip],[tel],[tel2],[fax],[email],[email2],[taxcategory],[ratetable],[plan] |
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Below is an explanation of the fields
| Field | Required | Description | Notes |
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| 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). |
| Street2 | | 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 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
- Click the [Customers] menu button to open the Customer module.
Click the [Bulk Load Customer] link button located in the top left of the Customer Module.
Customer Module - Bulk Load CustomersDrag 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.
Verify the customer records in the customer module to ensure that records were imported correctly.
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You can only import the number of customer records that do not exceed your accounts subscription package. For example if you currently have the CDR10 package then your account can only create and maintain 10 customer records. As such if you try to import customer records from a {CSV} file that contains 100 records, only the first 10 records will be imported and the remaining 90 records will be rejected. |
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