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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.  

 First row of the {CSV} file must contain column labels!

Below is an explanation of the fields

Field	Data Required	Description	Notes
CustID

   

Customer ID (User Defined)	Customer ID from previous system. Data Not required, supply empty field.
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). Data Not required, supply empty field.
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. Data Not required, supply empty field.
Fax

  

Fax #	Customers fax number. Data Not required, supply empty field.
Email

  

Email Address (Primary)	Customers primary Email Address.
Email2

  

Email Address #2	Customers secondary Email Address. Data Not required, supply empty field.
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. Rate Table must be created before {csv} Import
Plan

      

	Plan Name	Name of Rate Table to which customer will be assigned. Plan must be created before {csv} Import
Charge		Charge Name	Name of the Charge to which customer will be assigned. If not charge is applicable select use 'No Charge'
VAT		VAT Info	VAT information for the customer. VAT information is displayed on Invoices.Data Not required, supply empty field.

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

Steps

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

2. Click the [

   Create

   Bulk Load Customer]

   menu

   link

   -

   button located

   at

   in the top left of the Customer

   module
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3. In the [Create Customer] screen, enter the information for the new Customer record as follows:

   Image Removed

   Customer ID [UDF]	optional	User generated Customer ID. Every Customer record created is assigned a system generated Customer ID, however the Customer ID [UDF] field allows you to supply your Customer ID for this customer record.
   First Name	mandatory	Customers First Name
   Last Name	mandatory	Customers Last Name
   Company Name	mandatory	Customers Company Name
   Street	mandatory	Customers Address Street
   Street2	optional	Customers Address Street (2nd line if applicable)
   City	mandatory	Customers Address City
   Province/State	mandatory	Customers Address Province or State
   Postal/Zip Code	mandatory	Customers Address Portal or Zip Code
   Country	mandatory	Customers Address Country
   Telephone	mandatory	Customers Telephone Number
   Tel2	optional	Customers Telephone Number (other)
   Email (1)	mandatory	Customers Email Address
   Email (2)	optional	Customers Email Address (other)
   Fax	optional	Customers Fax Number

4. Click the [Create] button to save the new Customer record

   Module.

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

5. 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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6. Verify the customer records in the customer module to ensure that records were imported correctly.